Wizehire · 3 hours ago
Licensed Financial Advisor
Nashville, TN
Full-time
Onsite
Senior Level
$70K/yr - $150K/yrThe Piedmont Group is a well-established boutique financial planning and wealth management firm located in Nashville. They are seeking experienced Financial Advisors who want to enhance their practice with strategic support while maintaining control over their business and client relationships.
Human ResourcesInternetRecruiting
No H1B
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
Required
Authorized to work in the United States
No need for visa sponsorship
Must be a local candidate
Obtain licensure prior to onboarding Life & Health, SIE, and 66
Prior sales experience and/or a bachelor's degree
No U4 disclosures
Benefits
Access ongoing professional development and meaningful career advancement opportunities
Company
Wizehire
WizeHire, the most user-friendly, effective hiring solution for small businesses.
Founded in 2014
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$37.5MKey Investors
Tiger Global Management
2022-05-10Series B· $30M
2021-02-09Series A· $7.5M
Leadership Team
Sid Upadhyay
Co-founder & CEO
Nick Carneiro
Chief Technology Officer
Recent News
Small Business Trends
2025-06-09
Small Business Trends
2025-06-07
Company data provided by crunchbase