Financial Advisor
The Piedmont Group
Tuscaloosa, AL
Tuscaloosa Advisors—Harman, Kathie
Get the freedom & flexibility you deserve!
• We’ll help you launch a thriving practice while offering a suite of comprehensive benefits, training, and support. We provide the space you need to own your practice, your goals, and your future.
Flexibility
• Our open architecture means you can offer clients a range of products and solutions to meet their specific needs and serve their best interests. You become a partner with your clients through shared goals and methods.
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 tenured 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 partnered with a network of tenured advisors with years of experience. They’re invested in the growth of the next generation of advisors and put their expertise behind your success. You'll have access to a team of supporting professionals who round out your team of support to you and your clients on a local level.
• Advisors have the ability to qualify for recognition through various bonus programs up to and including company trips. We want you to win!
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*
• New advisors qualify for subsidies in addition to compensation while they build their retention income.
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 • Create 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 and fertility benefit and personal support to navigate the health insurance system.
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 • You'll always know how you're performing against your goals and can plan accordingly.
Team recognition • Advisors are recognized for personal and team performance. There are multiple recognition awards and contests throughout the year.
Featured benefits • Medical insurance
• Vision insurance
• Dental insurance
• 401(k)
• Disability insurance
• Pension plan
Responsibilities:
• Customize holistic financial plans for business and personal clients.
• Build strong relationships with new clients, acting as their trusted advisor and actively seeking out potential prospects
• Build strong relationships with your team
• Be coachable and willing to take advantage of new opportunities
• Show up for yourself and allow us to invest in your growth
Qualifications:
• 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 About Company:
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.
Posted 2025-10-06
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