Financial Advisor
Job Description
Job Description
Financial Advisor – Grow Your Practice with Independence, Flexibility, and Support
The Piedmont Group
Are you an experienced Financial Advisor looking for greater independence, expanded growth opportunities, and a firm that values true partnership? The Piedmont Group is seeking accomplished professionals who are ready to elevate their practice, deepen client relationships, and grow their business with the support of an established, advisor-focused organization.
At The Piedmont Group, our advisors provide comprehensive wealth management and holistic financial planning solutions to individuals, families, and business owners. Whether you're transitioning an established book of business or looking to accelerate your growth, you'll gain access to the tools, resources, and expertise needed to help you succeed.
As an independent, non-captive financial services firm, we give advisors the freedom to build their business on their own terms while providing the infrastructure and support typically associated with larger institutions. Our platform includes advanced financial planning technology, operational and administrative support, marketing resources, and access to a broad range of investment and insurance solutions—allowing you to deliver personalized strategies that best serve clients.
We believe successful advisors thrive when they have the autonomy to make decisions, the flexibility to grow their practice, and the backing of a collaborative team committed to their long-term success. Our culture is built on partnership, professional development, and helping advisors reach their full potential.
What You'll Enjoy
- Independence with ownership of client relationships
- A non-captive platform with access to diverse financial products and solutions
- Comprehensive wealth management and financial planning resources
- Advanced technology and operational support designed to streamline your practice
- Marketing and business development resources to help grow A client base
- A collaborative, advisor-centric culture focused on long-term success
- Ongoing professional development and opportunities to expand your business
- The flexibility to build and scale your practice according to your vision
If you're ready to take the next step in your career and partner with a firm that is invested in your success, we invite you to apply today.
Compensation: Performance- and commission-based, with annual earning potential of $70,000–$150,000+ , based on production and business growth.
Compensation:$70,000 - $150,000 yearly performance commission based
Responsibilities:- Build and grow your own financial services practice
- Create customized financial plans and wealth strategies
- Collaborate with specialists to deliver advanced planning solutions
- Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow a long-term customer base
- 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 a bachelor's degree
- No U4 disclosures
- Self-motivated with a business mindset
- Ability to thrive in a goal-oriented environment
- Previous financial services experience is a plus, but not required
We are a financial planning and wealth management firm offering insurance, retirement, and investment planning for individuals and businesses.
There is an overwhelming sense of pride that comes with representing The Piedmont Group. We have incredible people at our firm who are happy to be part of this big family. The whole is greater than the sum of its parts, and we firmly believe that with teamwork and togetherness we are able to achieve more.
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