The Piedmont Group · 1 day ago
Financial Advisor
Atlanta, GA
Full-time
Hybrid
New Grad, Entry LevelThe Piedmont Group is a well-established financial planning and wealth management firm committed to delivering personalized strategies and exceptional client experience. They are seeking driven individuals ready to elevate their careers in financial services by educating and guiding clients through comprehensive financial planning and building long-term client relationships.
Financial Services
Hiring Manager
Zach Cooper
Responsibilities
Educate and guide clients through comprehensive and fee-based financial planning
Serve as a licensed advisor while acquiring and growing new business
Build long-term client relationships through strategic financial leadership
Qualification
Required
This is an in-office/hybrid position; reliable transportation is required
Obtain a Life & Health License, SIE, FINRA Series 7 and 66 within six months
Preferred
College degree preferred
Benefits
Medical, dental, life, and disability insurance, plus pension plans for eligible employees
Opportunity to establish a DBA and build or expand your own team
Support for existing DBAs or advisory groups to scale their current business
Competitive, performance-based compensation with bonus incentives
Licensure sponsorship and reimbursement
Full ownership of both existing and newly acquired business
Non-captive agency model
International travel opportunities
Mentorship and support from 160+ seasoned advisors
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