What are the responsibilities and job description for the Financial Advisor position at The Piedmont Group?
Experienced Financial Services Advisor Opportunity - Atlanta based applicants only.
Unlock Your Potential. Build a Career with Purpose.
At The Piedmont Group, we help driven professionals transform ambition into impact. As an experienced Financial Services Advisor, you’ll gain the training, mentorship, and cutting-edge tools to guide individuals and families in achieving long-term financial security and success.
What We Offer
- Smooth transitions from start to finish- we have tools to ensure your business is in a great position for years to come.
- Broad product shelf
- Cutting Edge Technology
We’re committed to your professional growth and success through:
- Advisor Pro Training Program – a comprehensive learning platform to build your knowledge and confidence
- One-on-One Coaching – direct mentorship from top-performing financial professionals
- Tailored Marketing Support – strengthen your personal brand and attract your ideal clients
- Diverse Product Portfolio – provide customized, holistic financial solutions
- Innovative Tools & Technology – optimize your practice and elevate your client experience
What You’ll Do
- Proactively grow and manage your client network through strategic outreach and relationship building
- Engage in hands-on training to master financial planning and advisory best practices
- Evaluate client needs and deliver tailored financial strategies
- Build lasting relationships founded on trust, integrity, and results
- Pursue continuous learning and collaborate with a supportive, high-performing team
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
Salary : $70,000 - $150,000