The Piedmont Group · 6 days ago
Wealth Management Advisor
Atlanta, GA
Full-time
Onsite
Entry, Mid LevelThe Piedmont Group, a sales office of MassMutual, is seeking Wealth Management Advisors to join their expanding team in Atlanta. This role focuses on providing comprehensive financial solutions and requires a client-first mindset along with entrepreneurial spirit.
Financial Services
Responsibilities
Equip newcomers with the essential skills and industry knowledge to confidently pursue a career in financial planning
Appeal to those passionate about helping others and fostering relationships
Guide new advisors in market development with a focus on advanced planning
Provide education, development, and financial support through classroom-style training, mentorships, partnerships, and collaborative work
Implement and scale your strategic business plan with guidance from our mentorship and world-class training
Establish networks, cultivate referrals, and maintain long-term client relationships
Deliver financial solutions through thorough fact-gathering and needs analysis
Enhance your skills through continuous professional development and collaboration with fellow associates
Prior to onboarding, obtain necessary licenses if you do not already hold the SIE and 66, and Life & Health licenses
Qualification
Required
Previous experience in sales, business development, or client-facing roles is a plus
Obtain necessary licenses if you do not already hold the SIE and 66, and Life & Health licenses
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