What are the responsibilities and job description for the Financial Advisor position at The Piedmont Group?
Company Description
The Piedmont Group, headquartered in Atlanta, Georgia, specializes in helping individuals, families, and businesses achieve their financial goals. Through personalized guidance, we create and implement tailored financial strategies and provide ongoing support to ensure long-term financial success. With years of experience and a trusted network of financial professionals, The Piedmont Group serves thousands of clients across the Southeast. As a local team of independent contractors, we collaborate with leading resources, including MassMutual, to offer securities, investment advisory, and financial planning services.
Role Description
This is a full-time, on-site role for a Financial Advisor, located in Dunwoody, GA. The Financial Advisor will be responsible for guiding clients in achieving their financial goals through providing tailored financial planning, retirement strategies, investment advice, and overall financial guidance. Day-to-day tasks include conducting financial assessments, developing customized strategies, and maintaining strong client relationships while monitoring progress toward financial success.
Qualifications
- Expertise in Financial Advisory services to guide clients effectively, preferred.
- Excellent interpersonal and communication skills to build and maintain client relationships.
- Analytical and problem-solving abilities to recommend tailored financial solutions.
- Bachelor’s degree in Finance and business
- Willingness to earn, licensing in securities and insurance, prior to onboarding
JOB REQUIREMENTS:
Authorized to work in the United States
No need for Visa sponsorship
Must be a local candidate
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