The Piedmont Group · 1 day ago
Financial Advisor
Dunwoody, GA
Full-time
Hybrid
Mid Level
$70K/yr - $150K/yrThe Piedmont Group is dedicated to helping professionals turn their ambition into impact, and they are seeking an experienced Financial Services Advisor. In this role, you will manage and grow client relationships, deliver tailored financial strategies, and engage in continuous learning to enhance your advisory skills.
Financial Services
No H1B
Hiring Manager
Jennifer Galluzzo
Responsibilities
Proactively grow and manage your client network through strategic outreach and relationship building
Engage in hands-on training to master financial planning and advisory best practices
Evaluate client needs and deliver tailored financial strategies
Build lasting relationships founded on trust, integrity, and results
Pursue continuous learning and collaborate with a supportive, high-performing team
Qualification
Required
Authorized to work in the United States
No need for Visa sponsorship
Must be a local candidate
Willingness to obtain licensure prior to onboarding: Life & Health, SIE, and 66
Prior sales experience and/or bachelor's degree
Clean Form U4 (no disclosures)
Preferred
Strong understanding of financial planning, investment strategies, and risk management
Prior financial advisor experience
Benefits
Advisor Pro Training Program
One-on-One Coaching
Tailored Marketing Support
Diverse Product Portfolio
Innovative Tools & Technology
Company
The Piedmont Group
At The Piedmont Group, we help you achieve your financial goals.
Founded in 2012
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bill McQuaid,CLU,ChFC
President & CEO
Marisa French
Chief Financial Officer
Company data provided by crunchbase