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    Financial Advisor - Atlanta, United States - The Piedmont Group

    The Piedmont Group
    The Piedmont Group Atlanta, United States

    3 weeks ago

    Default job background
    Description
    Our firm is driven by
    results.

    The average experienced Financial Advisor's practice
    grows 4x at The Piedmont Group & our
    firm ranks #6/88 MassMutual firms, in production from 1st yr advisors.


    Whether you are new to the financial industry, or looking to elevate your practice, our advisors have conquered both journeys.

    The Piedmont Group is a non-captive group with 5 locations in the South East. We are seeking to hire a financial advisor to join our dynamic team in Dunwoody. Our office overlooks the city and is located at the top floor of the Crowne Point building.

    TPG consists of independent agents who own a DBA, top producers who have transitioned from previous firms, advisors building teams, and new agents.

    Join a team that values integrity, professionalism, and commitment to helping clients achieve their financial goals. Gain ownership of your practice & master all aspects of comprehensive financial planning.


    Responsibilities


    • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
    • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
    • Develop and offer financial advice and strategies that align with each client's risk tolerance and financial objectives
    • Become knowledgeable of the financial industry, financial products, best practices, and tax regulations is desired

    Qualifications



    • You must either have U.S. Citizenship or a Green Card and live in the United States to be considered for this role
    • Bachelor's Degree highly preferred
    • Within 6 months of hire, the following must be obtained: Life and Health License, Series 7, and 66
    • Sales experience is highly preferred
    • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
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