Experienced Financial Advisor

Job Description

Job Description

Financial Advisor – Growth Opportunity | The Piedmont Group

Are you a financial advisor looking for a platform that supports your growth, independence, and long-term success? The Piedmont Group is expanding and seeking motivated financial advisors who want to build and grow their practice in a collaborative and resource-rich environment.

Our advisors focus on comprehensive wealth management and holistic financial planning, helping individuals, families, and business owners achieve their financial goals. Whether you are an experienced advisor looking to scale your practice or a new professional entering the industry, The Piedmont Group provides the structure, tools, and mentorship needed to succeed.

About The Piedmont Group

The Piedmont Group is a non-captive agency specializing in holistic financial planning. Our advisors maintain ownership of their business while benefiting from a strong support system, advanced technology, and access to a wide range of financial solutions. We are committed to helping advisors grow professionally while delivering exceptional service to clients.

What We Offer

• Comprehensive training, coaching, and mentorship
• A collaborative teaming platform with proven systems and scalable processes
• Local support, including underwriting, advanced sales, client service, and compliance assistance
• Access to investment, trust, and estate planning specialists
• Strategic alliances with financial institutions and professional firms
• Advanced technology and practice management tools, including lead generation support
• Access to 50+ carriers and a broad range of investment, insurance, and retirement solutions
• Flexible work structure and strong income potential

$70,000 - $150,000

• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Customize financial plans for each client based on potential life changes and changing financial needs
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Develop and maintain long-term relationships with clients
• Provide holistic financial planning and wealth management guidance
• Identify client needs and recommend appropriate financial strategies and solutions
• Build and manage your own client base
• Collaborate with specialists and team members to deliver comprehensive planning solutions
• Maintain compliance with industry and regulatory standards

• Authorized to work in the United States
• No need for a visa sponsorship
• Must be a local candidate
• Licensure prior to onboarding: Life & Health, SIE, and 66
• Prior sales experience and/or bachelor's degree
• Interest in or experience within financial services, wealth management, or financial planning
• Strong communication and relationship-building skills
• Business mindset with a desire to grow a client-focused practice
• Ability to work independently while collaborating with a team
• Bachelor’s degree preferred (recent graduates encouraged to apply)

Why Advisors 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.