Licensed Financial Advisor jobs in United States
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The Piedmont Group · 1 month ago

Licensed Financial Advisor

The Piedmont Group is seeking a Licensed Financial Advisor to guide individuals and families through significant financial decisions. This role focuses on helping clients achieve clarity and long-term security through comprehensive training and personalized mentorship.

Financial Services
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Growth Opportunities

Responsibilities

Act as a trusted guide for individuals and families as they navigate life’s most significant financial decisions
Help clients achieve clarity, confidence, and long-term security
Build a thriving practice while making a meaningful impact in the lives of those you serve

Qualification

Financial PlanningClient Relationship ManagementLicensing SupportEmpathyIntegrityMotivation

Required

Licensed Financial Advisor
Entrepreneurial, motivated, and self-directed
Passionate about helping others achieve financial clarity and confidence
Guided by integrity, empathy, and a strong sense of responsibility
Committed to continuous learning, growth, and professional development

Benefits

Comprehensive health benefits, including medical, dental, vision, life, and disability coverage
401(k) with employer match and access to a Health Savings Account (HSA)
Licensing support, sponsorship, and ongoing professional education
Recognition programs, incentive travel, and robust career development opportunities
Access to in-house financial planning resources and specialized advisory teams

Company

The Piedmont Group

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At The Piedmont Group, we help you achieve your financial goals.

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