The Piedmont Group · 21 hours ago
Experienced Financial Advisor
Birmingham, AL
Full-time
Onsite
Entry, Mid, Senior Level
$70K/yr - $150K/yrThe Piedmont Group is seeking experienced financial advisors who are ready to accelerate their careers in wealth management and holistic financial planning. The role offers resources and support to help advisors grow their practice and impact while providing clients with top-notch services.
Financial Services
Responsibilities
Value the credibility of a respected brand
Prefer a flexible operating model
Leverage modern tools and technology
Believe in strategic teaming to accelerate growth and improve client outcomes
Provide comprehensive teaming platform with coaching, proven systems, scalable processes, and local support
Implement business-focused marketing strategies designed to help stand out with business-owner clients
Deliver concierge-level local support, including underwriting, advanced sales, in-force service, and compliance assistance
Access investment, trust, and estate planning specialists
Engage in strategic alliance programs with financial institutions and professional firms
Utilize advanced technology and practice management tools, including lead generation
Provide broad in-house investment, insurance, and retirement solutions shaped by advisor feedback
Access to 50+ carriers to serve a wide range of client needs
Qualification
Required
Entry-level or Experienced Financial Advisors
Value the credibility of a respected brand
Prefer a flexible operating model
Leverage modern tools and technology
Believe in strategic teaming to accelerate growth and improve client outcomes
Benefits
Comprehensive teaming platform with coaching, proven systems, scalable processes, and local support
Business-focused marketing strategies designed to help you stand out with business-owner clients
Concierge-level local support, including underwriting, advanced sales, in-force service, and compliance assistance
Access to investment, trust, and estate planning specialists
Strategic alliance programs with financial institutions and professional firms
Advanced technology and practice management tools, including lead generation
Broad in-house investment, insurance, and retirement solutions shaped by advisor feedback
Access to 50+ carriers to serve a wide range of client needs
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