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