Licensed Financial Advisor jobs in United States
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The Piedmont Group · 2 days ago

Licensed Financial Advisor

positionNashville, TN
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$70K/yr - $160K/yr

The Piedmont Group is a financial services firm that empowers advisors to grow their careers with intention and independence. They are seeking licensed, experienced Financial Advisors who are ready to build lasting client relationships and develop personalized financial strategies.

Financial Services
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Growth OpportunitiesbadNo H1Bnote
Hiring Manager
Jennifer Galluzzo
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Responsibilities

Partner with clients to develop personalized financial strategies and long-term plans
Offer guidance on investments, retirement, insurance, and wealth protection
Build lasting relationships and grow a client base through trust and results

Qualification

Life & Health licensureSIE licensure66 licensureFinancial planningInvestment strategiesRisk managementSales experienceBachelor's degreeClean Form U4Prior financial advisor experience

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

Company

The Piedmont Group

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At The Piedmont Group, we help you achieve your financial goals.
dateFounded in 2012
location
Atlanta, Georgia, USA
people-size51-200 employees
web-link
https://www.thepiedmontgroups.com

Funding

Current Stage
Growth Stage

Leadership Team

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Bill McQuaid,CLU,ChFC
President & CEO
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Marisa French
Chief Financial Officer
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Company data provided by crunchbase