Financial Advisor jobs in United States
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The Piedmont Group · 5 days ago

Financial Advisor

The Piedmont Group is committed to helping driven professionals transform ambition into impact. As a Financial Advisor, you will receive training and mentorship to guide clients in achieving long-term financial security and success.

Financial Services
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Growth Opportunities
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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

Life & Health LicensureSIE Licensure66 LicensureSales ExperienceBachelor's Degree

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)

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