Licensed Financial Advisor jobs in United States
cer-icon
Apply on Employer Site
company-logo

The Piedmont Group · 19 hours ago

Licensed Financial Advisor

positionNashville, TN
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$70K/yr - $150K/yr

The Piedmont Group is a firm that partners with experienced financial advisors looking for a strategic partnership while maintaining their autonomy. They provide seasoned advisors with institutional-level resources to support growth, focusing on independence, scalability, and long-term value creation.

Financial Services
check
Growth Opportunities

Responsibilities

Operating established practices and seeking enhanced infrastructure
Looking for strategic support in compliance, operations, marketing, succession planning, or recruiting
Focused on scaling intentionally, strengthening enterprise value, and building a lasting legacy

Qualification

Financial advisingPractice managementCompliance supportOperations supportMarketing supportSuccession planningRecruiting supportEnterprise value strengtheningDesire for growthStrategic thinkingIntentional scalingLegacy building

Required

Established Financial Advisor
Experience in building and managing successful practices
Desire for a stronger platform to support growth
Ability to operate established practices
Seeking enhanced infrastructure
Looking for strategic support in compliance, operations, marketing, succession planning, or recruiting
Focused on scaling intentionally
Strengthening enterprise value
Building a lasting legacy

Company

The Piedmont Group

twittertwitter
company-logo
At The Piedmont Group, we help you achieve your financial goals.
dateFounded in 2012
location
Atlanta, Georgia, USA
people-size51-200 employees
web-link
https://www.thepiedmontgroups.com

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Bill McQuaid,CLU,ChFC
President & CEO
linkedin
leader-logo
Marisa French
Chief Financial Officer
linkedin
Company data provided by crunchbase