What are the responsibilities and job description for the Financial Advisor position at The Piedmont Group?
Company Description The Piedmont Group is a financial services firm dedicated to helping individuals, families, and businesses achieve their financial goals through tailored strategies and ongoing guidance. Headquartered in Atlanta, Georgia, the firm has many years of experience creating sound financial futures for clients across the Southeast. Financial professionals at The Piedmont Group work closely with clients to understand their priorities, design solutions, and provide continuous support as life circumstances change. The firm operates through a network of independent financial services representatives, offering securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC.
Role Description The Financial Advisor is a full-time, on-site role based in Birmingham, AL. In this position, the advisor meets with prospective and existing clients to assess their financial goals, current situation, and risk tolerance, and develops comprehensive financial strategies to address their needs. Daily responsibilities include creating and reviewing financial plans, recommending investment and retirement solutions, and providing ongoing portfolio and plan monitoring. The advisor will educate clients on financial concepts, maintain accurate records, and ensure compliance with relevant regulations and firm policies. The role also involves building and maintaining a client base through networking, referrals, and community engagement.
Qualifications
Role Description The Financial Advisor is a full-time, on-site role based in Birmingham, AL. In this position, the advisor meets with prospective and existing clients to assess their financial goals, current situation, and risk tolerance, and develops comprehensive financial strategies to address their needs. Daily responsibilities include creating and reviewing financial plans, recommending investment and retirement solutions, and providing ongoing portfolio and plan monitoring. The advisor will educate clients on financial concepts, maintain accurate records, and ensure compliance with relevant regulations and firm policies. The role also involves building and maintaining a client base through networking, referrals, and community engagement.
Qualifications
- Candidates should possess strong Financial Planning and Financial Advisory skills to design, present, and implement comprehensive strategies.
- Candidates should possess solid Finance and Investments skills to analyze products, markets, and portfolios and make suitable recommendations.
- Candidates should possess expertise in Retirement Planning to help clients prepare for long-term income needs and manage retirement risks.
- Strong communication, relationship-building, and client service skills to engage diverse clients and explain complex concepts clearly.
- Ability to work independently, manage multiple client relationships, and maintain high ethical and professional standards.
- Bachelor’s degree in finance, business, economics, or a related field preferred; relevant licenses (e.g., securities and insurance) or willingness to obtain them required.
- Prior experience in financial services, sales, or advisory roles is beneficial, along with familiarity with financial planning software and CRM tools.