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The Piedmont Group
Dunwoody, GA | Full Time
$70k-91k (estimate)
4 Months Ago
Financial Consultant
$70k-91k (estimate)
Full Time | Building Construction 4 Months Ago
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The Piedmont Group is Hiring a Financial Consultant Near Dunwoody, GA

In 2024, are you ready to take your practice to new heights? The time is now. Explore the coalition of financial professionals who have joined The Piedmont Group. For over a century, our non-captive agency has provided holistic financial solutions to community members, so that they can focus on what matters most. As a TPG advisor, you get compensated on investments, fee-based planning, & insurance. Our Atlanta firm is hiring experienced financial advisors & new agents, to join our thriving team. Our financial advisors are backed by a support staff that helps you build, grow, and flourish as a business owner. We believe in facilitating a competitive team environment, mentored by experienced financial professionals, who have proven success in proliferating new business. Whether you are a seasoned, or new financial professional, we are looking to find the best fit, apply today!


Compensation:

$175,000 - $210,000 at plan commission yearly

Responsibilities:
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Customize financial plans for each client based on potential life changes and changing financial needs
  • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
Qualifications:
  • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
  • Superior customer service skills, math skills, relationship skills, and communication skills are preferred
  • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
  • Bachelor Degree
  • Within six months of hire, the following must be obtained: Life and Health License, Series 7, and 66
  • Prior sales experience with proven success is preferred
  • If you have the following experience, you may be a great fit: military background, student-athlete, academically competitive scholar, experience in related roles, or if you have conquered & outgrown your current role
About Company

The Piedmont Groupis a young and agile financial services firm and a general agency of MassMutual. We are dedicated to help our financial professionals exceed their potential & enjoy a fulfilling career, while providing comprehensive financial planning. TPG facilitates an inclusive environment that represents our core values: growth, family, teamwork, and happiness.

We Offer Our Advisors:

  • Competitive benefits package (medical and dental, life and disability insurance, and thrift and pension plans)
  • We are a non-captive firm
  • Performance-based bonus structure
  • International Travel Opportunities
  • Opportunity to own and operate your own firm (DBA)

Job Summary

JOB TYPE

Full Time

INDUSTRY

Building Construction

SALARY

$70k-91k (estimate)

POST DATE

01/18/2024

EXPIRATION DATE

04/27/2024

WEBSITE

preferredpropertiesco.com

HEADQUARTERS

BOWLING GREEN, OH

SIZE

100 - 200

TYPE

Private

CEO

DOUGLAS R VALENTINE

REVENUE

$10M - $50M

INDUSTRY

Building Construction

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