What are the responsibilities and job description for the Experienced Or Entry Level Financial Advisor position at Wizehire?
Grow Your Financial Advisory Practice — with the Right Partner ~ The Piedmont Group
You don’t have to build your practice on your own.
As client needs become more complex, delivering truly comprehensive financial guidance takes deeper expertise, stronger infrastructure, and a strategic partner you can rely on. Our platform is designed to help Financial Advisors expand their reach, elevate client service, and accelerate sustainable growth.
We bring the resources, support, and collaboration you need to succeed—on your terms.
What We Offer
We are a financial planning and wealth management firm offering insurance, retirement, and investment planning for individuals and businesses.
We provide the space you need to own your practice, your goals, and your future. Maximize your success with a culture built around ultra-competitive planning, investment solutions and protection, collaboration with top financial professionals, genuine inclusion, and a wide range of support.
We’re committed to helping both experienced and emerging advisors thrive
Let’s build your next stage of success—together.
Compensation
$70,000 - $150,000 yearly
Responsibilities
Why Wealth Managers Choose The Piedmont Group
At The Piedmont Group, advisors gain a true strategic partner—one that respects your experience, supports your vision, and helps you build a stronger, more scalable business.
Independence supported by infrastructure. Growth driven by partnership.
If you're ready to elevate your practice while maintaining control of your business, we’d welcome the opportunity to start the conversation.
You don’t have to build your practice on your own.
As client needs become more complex, delivering truly comprehensive financial guidance takes deeper expertise, stronger infrastructure, and a strategic partner you can rely on. Our platform is designed to help Financial Advisors expand their reach, elevate client service, and accelerate sustainable growth.
We bring the resources, support, and collaboration you need to succeed—on your terms.
What We Offer
- Collaborative Teaming & Practice Development Platform
- Advanced Business Development Support
- Concierge-Level Advisor Services
- Access to Specialized Expertise
- Innovative Tools & Technology
We are a financial planning and wealth management firm offering insurance, retirement, and investment planning for individuals and businesses.
We provide the space you need to own your practice, your goals, and your future. Maximize your success with a culture built around ultra-competitive planning, investment solutions and protection, collaboration with top financial professionals, genuine inclusion, and a wide range of support.
We’re committed to helping both experienced and emerging advisors thrive
- Expanded Influence – Increase your impact across clients, businesses, and communities
- True Partnership – Your voice matters and is actively supported
- Clear Path to Growth – Structured guidance to help you achieve long-term success
- Transparency – Open, honest communication at every step
- Innovation – Continuous investment in cutting-edge tools and resources
- Flexibility – Build your practice in a way that aligns with your vision
Let’s build your next stage of success—together.
Compensation
$70,000 - $150,000 yearly
Responsibilities
- Provide personalized financial planning solutions to support clients in achieving both their short-term and long-term goals.
- Develop comprehensive financial plans and thoroughly review all work to ensure accuracy and completeness.
- Assess clients’ financial information, create tailored strategies, and guide them toward successfully reaching their financial objectives.
- Authorized to work in the United States.
- No need for visa sponsorship.
- Must be a local candidate.
- Obtain licensure prior to start Life & Health, SIE, and 66.
- Prior sales experience and/or bachelor's degree.
Why Wealth Managers Choose The Piedmont Group
At The Piedmont Group, advisors gain a true strategic partner—one that respects your experience, supports your vision, and helps you build a stronger, more scalable business.
Independence supported by infrastructure. Growth driven by partnership.
If you're ready to elevate your practice while maintaining control of your business, we’d welcome the opportunity to start the conversation.
Salary : $70,000 - $150,000