What are the responsibilities and job description for the Financial Advisor position at The Piedmont Group?
Leverage the strength of The Piedmont Group—an established general agency of Massachusetts Mutual Life Insurance Company and a Top 8 Independent Broker-Dealer—to accelerate your career. Whether you’re an experienced Financial Advisor or exploring a new career path, our Birmingham office is seeking motivated professionals ready to grow in the financial services industry.
At The Piedmont Group, we’re a collaborative team of dedicated leaders focused on helping our community build long-term financial security. Our expertise includes comprehensive wealth management and holistic financial planning.
As a Financial Advisor with TPG, you’ll gain the flexibility, resources, and support needed to build and expand your practice while always prioritizing your clients’ best interests. If you thrive in a fast-paced, growth-driven environment, we invite you to apply and take the next step in your financial services career.
Responsibilities
- Guide clients through comprehensive, fee-based financial planning
- Serve as a licensed advisor while proactively developing new business
- Whether you’re new to the industry or transitioning from another firm, we provide the support you need to achieve your personal and professional goals
Requirements:
Authorized to work in the United States
No need for Visa sponsorship
Must be a local candidate
Willingness to obtain licensure prior to onboarding: Life & Health, SIE, and 66
Prior sales experience and/or bachelor's degree
Clean Form U4 (no disclosures)
Strongly preferred:
Strong understanding of financial planning, investment strategies, and risk management
Prior financial advisor experience
Compensation $70,000 - $150,000
Qualified applicants: Please complete the Culture Index Survey, a personality assessment: https://go.cultureindex.com/p/fpgnApjCNll1g
About The Piedmont Group
We are a well-established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies and an exceptional client experience. Our professional, growth-oriented environment is ideal for individuals passionate about financial planning, relationship building, and long-term client success.
Why Join Us?
- Play a key role in delivering tailored, high-quality financial planning
- Make a direct impact in a boutique, client-centered environment
- Collaborate with experienced advisors and expand your industry expertise
- Thrive in a firm that values professionalism, precision, and lasting client relationships
- Access ongoing professional development and meaningful career advancement opportunities
Salary : $70,000 - $150,000