What are the responsibilities and job description for the Comprehensive Financial Advisor position at The Piedmont Group - MassMutual Perimeter?
đź“Ť Location: Tuscaloosa, AL | Hybrid Opportunity (Local candidates only)
At The Piedmont Group, we help driven, independent professionals make a lasting impact on the financial futures of the clients they serve. As a Comprehensive Financial Advisor, you’ll craft personalized financial strategies with the full backing of experienced Senior Advisors, dedicated internal staff, and industry-leading training and technology.
About The Role
In this role, you’ll partner with individuals and families to design tailored financial plans that support their short- and long-term goals. Through hands-on mentorship, innovative tools, and collaboration with accomplished professionals, you’ll gain the knowledge and confidence to grow your own successful advisory practice while making a meaningful difference in your clients’ lives.
Key Responsibilities
Your effort and results define your income. Compensation is performance-based and tailored to your level of ownership, experience, and achievement.
At The Piedmont Group, we help driven, independent professionals make a lasting impact on the financial futures of the clients they serve. As a Comprehensive Financial Advisor, you’ll craft personalized financial strategies with the full backing of experienced Senior Advisors, dedicated internal staff, and industry-leading training and technology.
About The Role
In this role, you’ll partner with individuals and families to design tailored financial plans that support their short- and long-term goals. Through hands-on mentorship, innovative tools, and collaboration with accomplished professionals, you’ll gain the knowledge and confidence to grow your own successful advisory practice while making a meaningful difference in your clients’ lives.
Key Responsibilities
- Provide comprehensive financial guidance and planning for clients
- Collaborate with Senior Advisors and specialists to deliver holistic financial solutions
- Analyze financial data and develop personalized investment, risk management, and retirement strategies
- Build and grow your client base through networking, marketing initiatives, and firm support
- Prepare and present financial plans with precision, clarity, and professionalism
- Bachelor’s degree or higher
- Entrepreneurial mindset and desire to build your own practice
- Willingness to obtain life insurance licensing upon joining and securities licensing within six months
- Must reside near Tuscaloosa, AL (for hybrid in-office collaboration)
Your effort and results define your income. Compensation is performance-based and tailored to your level of ownership, experience, and achievement.
- W2 or 1099 structures available – multiple revenue streams
- Access to comprehensive employee benefits
- Ongoing mentorship, training, and career development within a collaborative, growth-oriented culture
Salary : $70,000 - $160,000