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Disability Solutions
Birmingham, AL | Full Time
$67k-99k (estimate)
1 Week Ago
Disability Solutions
Birmingham, AL | Full Time
$66k-98k (estimate)
1 Week Ago
The Piedmont Group
Birmingham, AL | Full Time
$67k-99k (estimate)
5 Days Ago
Bank of America
Birmingham, AL | Full Time
$72k-107k (estimate)
11 Months Ago
TIAA
Birmingham, AL | Full Time
$64k-90k (estimate)
1 Month Ago
Wealth Management Advisor
The Piedmont Group Birmingham, AL
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$67k-99k (estimate)
Full Time 5 Days Ago
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The Piedmont Group is Hiring a Wealth Management Advisor Near Birmingham, AL

Job Description

Job Description

Join our team at The Piedmont Group in Birmingham, AL, US as we search for a Licensed Wealth Management Financial Advisor. We are a highly regarded financial services firm committed to delivering tailored solutions and exceptional value to our clients. This role offers you the chance to play a key role in enhancing the financial well-being of individuals and families within our community. With industry-competitive yearly commissions, your expertise and commitment will be duly recognized. As an advisor with The Piedmont Group, you will offer comprehensive financial planning services, foster enduring client connections, and assist clients in reaching their financial objectives. Work-life balance, career longevity, and new compensation heights are a few by-products of hard work, in this role. Are you ready to elevate your career?

Compensation:

$84,500 - $110,650 at plan commission yearly

Responsibilities:

  • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
  • Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
Qualifications:

  • You must either have U.S. Citizenship or a Green Card & live in the United States
  • Previous sales or industry experience is preferred
  • Life and Health License, SIE, & 7 required by 6 months of hire
  • 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
  • High school diploma mandatory; four-year undergraduate degree strongly preferred
  • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
About Company

The Piedmont Group is a young and agile financial services firm and a general agency of MassMutual. We are dedicated to helping 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

SALARY

$67k-99k (estimate)

POST DATE

04/23/2024

EXPIRATION DATE

05/12/2024

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
$69k-90k (estimate)
1 Day Ago
The Piedmont Group
Full Time
$64k-95k (estimate)
1 Month Ago
The Piedmont Group
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$55k-76k (estimate)
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The following is the career advancement route for Wealth Management Advisor positions, which can be used as a reference in future career path planning. As a Wealth Management Advisor, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Advisor. You can explore the career advancement for a Wealth Management Advisor below and select your interested title to get hiring information.

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