Financial Advisor

Job Description

Job Description

Tuscaloosa Advisors— Harman, Kathie

Get the freedom & flexibility you deserve!

We’ll help you launch a thriving career while offering a wealth of benefits, training, and support. We provide the space you need to own your practice, your goals, and your future.

Flexibility

You have the flexibility and support to brand your business as you choose. Our open architecture means you can offer clients a range of products and solutions to meet their specific needs and serve their best interests.

Stability

Since 1851, we’ve navigated the world’s twists and turns by seeing the big picture and investing carefully. Our financial strength, experience, and mutuality - and broad suite of solutions - can help you meet the clients' financial and protection needs. We know how to help you grow. Our mentoring program connects our brightest new financial professionals with seasoned advisors at the top of their game.

Feedback that fosters your growth

Our mentors will give you the guidance and encouragement you need to thrive in this business as you start out. They'll set high expectations of your performance, share resources to help you develop, and help you build more self-confidence.

Work with successful professionals

You'll be able to network with professionals who have built up years of experience. They’re eager to grow the next generation of talent and put their knowledge behind your practice's success by modeling good listening skills, the right attitude, and the right approach to this career.

Note: The Program is available only to new financial professionals who have qualified as a Rising Leader.

Compensation - Fuel your financial freedom

• Gross dealer concession (GDC) payouts. You’ll be paid a percentage of the GDC for brokerage, advisory, Trust Company, third-party direct business, and more.

Commission :

• Whenever you sell an insurance or annuity product, you’ll receive commission. First-year commission is a percentage of the client’s first-year premium.

Allowances and bonuses

• You can also receive allowances and bonuses based on your growth, awarded at the discretion of your general agent.

Renewal commission

• In addition to regular commission, you’ll receive commission on any premiums earned in the years that follow the client’s first-year policy.
• Agent financing plans*
• If you’re a new financial professional, it may take time to build your business. That’s why we offer subsidies alongside regular commission.

Network of Experts & Top-Tier sales expertise

Our network of experts will coach you to grow your career and streamline efficiencies in your practice. You have the freedom and flexibility to leverage an expert team at your discretion. We’ll accommodate the support based on your and the client’s best interests.

Benefits

• Health benefits
• We protect you from head to toe with coverages that include medical, dental, disability, fertility, adoption, and so much more.

Retirement benefits

• Invest in a solid safety net for later in life. We offer the option for retirement plan participation so you can save in a way that works for you and your immediate needs.

Additional benefits

• We also offer a maternity benefit and personal support to navigate the health insurance system, retirement planning, college preparation, and more.

Support

• When you team up, everyone wins
• We encourage and support financial professionals to work in teams, so they have more resources to work efficiently, meet client needs, and increase revenue.

Team compensation

• Our team compensation programs allow you to operate as a true business, with compensation that reflects your team's practice and results.

Team support

• Our home office will organize educational call series, provide networking opportunities, and help you strategize to take your practice to the next level.

Team reporting

• Access customized reports that track your individual and team progress and compensation. You'll always know how you're performing against your goals and can plan accordingly.

Team recognition

• Advisor teams share a common practice where everyone contributes to and shares the results they accomplish. That's why we acknowledge your success as a team with recognition awards like Team of the Year.

Featured benefits

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)
• Disability insurance
• Pension plan

$70,000 - $132,500 at plan commission

• Customize financial plans for each client, taking into consideration potential life changes and evolving financial needs
• Build strong relationships with new clients, acting as their trusted advisor and actively seeking out potential prospects

• A Bachelor's degree
• The selected candidate must achieve a Life & Health Insurance license, Series 7, and Series 66 within 12 months
• Familiarity with the financial industry, financial products, and best practices
• Applicants must possess either U.S. Citizenship or a Green Card and reside in the United States

We are a well-established, boutique financial planning and wealth management firm with a focus on delivering tailored financial strategies and an exceptional client experience. Our collaborative and professional environment is designed for growth-minded individuals who are passionate about financial planning and client service.

Why Join The Piedmont Group?

• Play a critical role in delivering personalized, high-quality financial planning.
• Work in a boutique environment where your work has a direct impact.
• Collaborate with experienced advisors and deepen your industry knowledge.
• Join a firm that values professionalism, precision, and long-term client relationships.
• Enjoy career growth opportunities and support for ongoing professional development.