Jobs
>
Atlanta

    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.

    About Company:
    The Piedmont Group is a young and agile financial services firm and a general agency of MassMutual.

    We are dedicated to helping our financial professionals exceed their potential & enjoy a fulfilling career, while providing comprehensive financial planning.

    TPG facilitates an inclusive environment that represents our core values:
    growth, family, teamwork, and happiness.


    We Offer Our Advisors:
    Competitive benefits package (medical and dental, life and disability insurance, and thrift and pension plans)We are a non-captive firmPerformance-based bonus structureInternational Travel OpportunitiesOpportunity to own and operate your own firm (DBA)
  • Northwestern Mutual

    Financial Advisor

    2 weeks ago

    Northwestern Mutual Atlanta, United States

    **Atlanta Local Candidates Only** · Financial Representatives at Northwestern Mutual Atlanta help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial ...

  • Spelman College

    Financial Advisor

    3 weeks ago

    Spelman College Atlanta, United States

    1847 Financial is looking for talented individuals who seek to make a difference in the lives of others. Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. We offer a · flexible w ...

  • The Piedmont Group

    Financial Advisor

    1 week ago

    The Piedmont Group Atlanta, United States

    · Our firm is driven by results. As the biggest MassMutual firm, in the Southeast, we have built a reputation for recruiting top producers & taking them to the next level. New financial advisors know us as the agency nationally ranked for developing 1st year advisors. You are on ...

  • The Piedmont Group

    Financial Advisor

    3 weeks ago

    The Piedmont Group Atlanta, United States

    Job Description · Job DescriptionOur 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 loo ...

  • First Horizon Advisors, Inc.

    Financial Advisor

    1 week ago

    First Horizon Advisors, Inc. Atlanta, GA, United States Full time

    Location : On site at location listed in job posting. · Summary · If you are good at managing money and often get asked to help others do so, a Financial Advisor position may be a good fit for you. Taking on the role of a Financial Advisor provides a range of opportunities not ...

  • Northwestern Mutual

    Financial Advisor

    2 weeks ago

    Northwestern Mutual Atlanta, United States

    **Atlanta Local Candidates Only** · Financial Representatives at Northwestern Mutual Atlanta help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial ...

  • Avior Executive Search, Inc

    Financial Advisors in Atlanta

    3 weeks ago

    Avior Executive Search, Inc Atlanta, United States

    Job Description · Job Description · Are you a Wiser Financial Advisor?We have relationships with BD's, RIA's & IndependentsLet's discuss what's important for you. We have relationships globally · Financial Advisor Profile: · Our client is in the top 10 of U.S. Banks that is a ...

  • Paramount leadership development

    Financial Advisor Remote

    3 weeks ago

    Paramount leadership development Atlanta, United States

    Job Description · Job DescriptionAt our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy. Through empowering individuals and families to take cont ...

  • New York Life (Atlanta)

    Bilingual Financial Advisor

    3 days ago

    New York Life (Atlanta) Atlanta, United States

    New York Life (Atlanta) - We're looking for experienced financial professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work tha ...

  • Janney Montgomery Scott

    Financial Advisor Associate

    3 weeks ago

    Janney Montgomery Scott Atlanta, United States

    Janney Montgomery Scott LLC, 3630 Peachtree Road NE, Atlanta, Georgia, United States of America · Req #11473Tuesday, July 25, 2023Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments ...

  • Paramount leadership development

    Financial Advisor Remote

    3 weeks ago

    Paramount leadership development Atlanta, United States

    Job Description · Job Description · At our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy. Through empowering individuals and families to take c ...

  • LPL Financial

    Financial Advisor

    3 weeks ago

    LPL Financial Atlanta, United States Full time

    Financial Advisor – Delta Community Credit Union · Your career path should lead to real opportunity · LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Delta Community Credit Union in ...

  • Robert W. Baird & Company, Inc.

    Associate Financial Advisor

    3 weeks ago

    Robert W. Baird & Company, Inc. Alpharetta, United States

    Operate within the teams client service and wealth management strategy to ensure high quality client service. Engage the client/prospect, frame the discussion, and convey the team mission to better position the Advisor for additional business opport Financial Advisor, Associate, ...

  • The Ladders

    Service Financial Advisor

    6 days ago

    The Ladders Alpharetta, United States

    At Oxygen Financial, our mission is simple. Help our clients breathe easier about life. Since 2008, we've helped thousands of families across America build a leaner budget, a fatter wallet, and a bigger net worth. It's simple... we do the heavy financial lifting, and our clients ...

  • The Ladders

    Service Financial Advisor

    17 hours ago

    The Ladders Alpharetta, United States

    At Oxygen Financial, our mission is simple. Help our clients breathe easier about life. Since 2008, we've helped thousands of families across America build a leaner budget, a fatter wallet, and a bigger net worth. It's simple... we do the heavy financial lifting, and our clients ...

  • Emory University

    Senior Financial Aid Advisor

    6 days ago

    Emory University Atlanta, United States

    Discover Your Career at Emory University: · Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the diversity and excellence of ...

  • Morgan Stanley

    Virtual Client Financial Advisor

    3 weeks ago

    Morgan Stanley Alpharetta, United States

    Virtual Client Financial Advisor - Alpharetta, GA Job Number: · Posting Date · :Jan 3, 2024 Primary Location · :Americas-United States of America-Georgia-Alpharetta Job · :Wealth ManagementEmployment Type:Full TimeJob Level:Professional Description Joining the Morgan S ...

  • Navy Federal Credit Union

    Financial Advisor

    3 weeks ago

    Navy Federal Credit Union Alpharetta, United States

    To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) o Financial Advisor, Financial, ...

  • New York Life

    Bilingual Financial Advisor

    3 weeks ago

    New York Life Atlanta, United States

    New York Life - Silicon Valley - · We're looking for experienced financial professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place t ...

  • The Ladders

    Financial Advisor- Bartow County, GA

    17 hours ago

    The Ladders Atlanta, United States

    We're passionate about excellence. · Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, highe ...