Licensed Financial Advisor jobs in United States
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Wizehire · 2 weeks ago

Licensed Financial Advisor

The Piedmont Group is a well-established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies. They are seeking licensed, experienced Financial Advisors who are ready to grow their careers with autonomy and influence.

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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 LicenseSIE License66 LicenseSales ExperienceBachelor's Degree

Required

Authorized to work in the United States
No need for visa sponsorship
Must be a local candidate
Licensure to Start Life & Health, SIE, and 66
Prior sales experience and/or a bachelor's degree

Benefits

Access ongoing professional development and meaningful career advancement opportunities

Company

Wizehire

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WizeHire, the most user-friendly, effective hiring solution for small businesses.

Funding

Current Stage
Growth Stage
Total Funding
$37.5M
Key Investors
Tiger Global Management
2022-05-10Series B· $30M
2021-02-09Series A· $7.5M

Leadership Team

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Sid Upadhyay
Co-founder & CEO
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Nick Carneiro
Chief Technology Officer
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Company data provided by crunchbase