What are the responsibilities and job description for the Wealth Management Advisor position at The Piedmont Group?
We're Hiring
The Piedmont Group, a sales office of MassMutual, of Massachusetts Mutual Life Insurance, LLC, is an expanding, non-captive agency dedicated to offering comprehensive financial solutions to our community members, allowing them to concentrate on what truly matters—serving their clients. As a TPG advisor, your performance compensation is based on investments, fee-based planning, and insurance products. Our Atlanta office is currently seeking experienced Financial Advisors and new agents to become part of our dynamic team. You’ll benefit from a supportive staff dedicated to helping you thrive as a business owner.
We Are Looking for Ambitious Entrepreneurs to Join Us in Our Growth Journey in 2026
A TPG Wealth Management Advisor embodies the modern advisor—an entrepreneur at heart:
- Ambitious: A rising leader in Atlanta
- Motivational: An influential relationship builder with a client-first mindset
- Assertive: Independent and self-driven
- Charismatic: A social connector with high confidence
- Visionary: Ready to expand their established markets
- Experience Required: Previous experience in sales, business development, or client-facing roles is a plus
Skills Development
We’ve created a unique Training and Development Program designed to support, challenge, and nurture entrepreneurial-minded individuals as they build their businesses. We’re committed to equipping you with the skills necessary for a successful and fulfilling career in financial planning. We seek others who thrive in a role where success is defined by personal achievement, not by external benchmarks. Our opportunity will:
- Equip newcomers with the essential skills and industry knowledge to confidently pursue a career in financial planning.
- Appeal to those passionate about helping others and fostering relationships. TPG offers comprehensive financial plans, strategies, and guidance to help clients achieve their financial goals and ensure the security of their loved ones.
- Guide new advisors in market development with a focus on advanced planning.
- Provide education, development, and financial support through classroom-style training, mentorships, partnerships, and collaborative work. You’ll receive ongoing support and resources from our TPG staff to help you grow your business and effectively engage with prospects and clients.
Start Your Practice and Build a Lasting Business
- Implement and scale your strategic business plan with guidance from our mentorship and world-class training.
- Establish networks, cultivate referrals, and maintain long-term client relationships.
- Deliver financial solutions through thorough fact-gathering and needs analysis.
- Enhance your skills through continuous professional development and collaboration with fellow associates.
Qualifications:
- 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