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The Piedmont Group
Tuscaloosa, AL | Full Time
$53k-77k (estimate)
2 Months Ago
The Piedmont Group
Tuscaloosa, AL | Full Time
$63k-80k (estimate)
1 Week Ago
The Piedmont Group
Tuscaloosa, AL | Full Time
$62k-77k (estimate)
3 Months Ago
Licensed Financial Advisor
The Piedmont Group Tuscaloosa, AL
$53k-77k (estimate)
Full Time | Building Construction 2 Months Ago
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The Piedmont Group is Hiring a Licensed Financial Advisor Near Tuscaloosa, AL

The Piedmont Group

The Piedmont Group is a team of leaders & established financial services professionals dedicated to being #1 in holistic and fee-based financial planning, risk management, estate planning, debt and investment management, retirement planning, mutual funds, and more. We are hiring a licensed financial advisor to join our Tuscaloosa, AL location.

Responsibilities

  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Qualifications

Reliable transportation is a must. This position is not remote.

  • Bachelor's Degree is preferred
  • Life and Health, SIE, Series 6,7, and 63 required by six months of hire

You could be a good fit if you:

  • Have a history of success in a sales environment, competed in athletics, academically competitive, military background, or if you have experience/ambitions of being a business owner
  • Experience in a related field, although not required
Compensation
$74,500 - $96,500 yearly
About The Piedmont Group

The Piedmont Groupis a financial services firm and a general agency of MassMutual. Through comprehensive financial planning, we help our clients tackle the issues that matter, supporting them through some of the most important decisions of their lives.

That same foundation is found in our company culture. Our financial professionals and staff facilitate an inclusive environment that represents our core values: growth, family, teamwork, and happiness.

We are a young and agile firm dedicated to help our financial professionals exceed their potential & enjoy a fulfilling career.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Building Construction

SALARY

$53k-77k (estimate)

POST DATE

03/15/2023

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

Show more

The Piedmont Group
Full Time
$55k-76k (estimate)
3 Months Ago
The Piedmont Group
Full Time
$62k-77k (estimate)
3 Months Ago