Jobs
>
Atlanta

    Financial Advisor - Atlanta, United States - The Piedmont Group

    Show more Collapse job
    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)

    We have other current jobs related to this field that you can find below

  • Insight Global

    Financial Advisor

    5 days ago


    Insight Global Atlanta, United States

    Requirements · Bachelor's degree in Finance, Accounting, or related field · 3-5+ years of financial advisory experience · An existing client book of business that you actively advise today · Certified to work as an investment advisor representative (Series 65 or equivalent) · Pre ...

  • First Horizon Advisors, Inc.

    Financial Advisor

    2 weeks 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

    4 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 ...

  • The Piedmont Group

    Financial Advisor

    2 weeks 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 ...

  • Insight Global

    Financial Advisor

    3 days ago


    Insight Global Atlanta, United States

    Requirements · Bachelors degree in Finance, Accounting, or related field · 3-5+ years of financial advisory experience · An existing client book of business that you actively advise today · Certified to work as an investment advisor representative (Series 65 or equivalent) · ...

  • Insight Global

    Financial Advisor

    3 days ago


    Insight Global Atlanta, United States

    Requirements · Bachelors degree in Finance, Accounting, or related field · 3-5+ years of financial advisory experience · An existing book of business that could be transferrable (near $50M in assets or more) · Certified to work as an investment advisor representative (Series ...

  • Northwestern Mutual

    Financial Advisor

    4 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 ...

  • Transamerica Financial Advisors

    Financial Advisor

    4 days ago


    Transamerica Financial Advisors Atlanta, United States

    REMOTE Opportunity - Work from Home or Anywhere with WiFi · FLEXIBLE Hours - you set your own schedule / what you put in is what you will get out · NO EXPERIENCE REQUIRED - full training and mentorship provided (*Preferred Experience/Qualities include customer service, manageme ...


  • 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 ...

  • Enaar Group

    Financial Advisor

    5 days ago


    Enaar Group Atlanta, United States

    Job Description · Job DescriptionShape Atlanta's Financial Futures: Senior Financial Advisor (125K) · Do you thrive building long-term relationships and crafting personalized financial strategies? · Are you a seasoned financial advisor with a passion for helping individuals achie ...


  • Jobot Atlanta, United States

    Fantastic opportunity for a Certified Financial Planner to be a personal CFO and manage clients' wealth plans · This Jobot Job is hosted by: Jeremy Pike · Are you a fit? Easy Apply now by clicking the "Apply" button · and sending us your resume. · Salary: $140,000 - $200,000 per ...

  • LPL Financial

    Financial Advisor

    1 month 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 ...


  • 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 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 ...


  • 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 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 ...

  • LPL Financial

    Financial Advisor

    1 week ago


    LPL Financial Marietta, United States Full time

    Your career path should lead to real opportunity · LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Capital City Bank in Marietta, GA would allow you to join the Investment Program at Capital City Ba ...


  • Emory Healthcare/Emory University Atlanta, United States

    Emory Healthcare/Emory University · Senior Financial Aid Advisor · Atlanta , · Georgia · Apply Now · 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 pre ...


  • 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 o ...

  • The Piedmont Group

    Financial Advisor

    3 weeks ago


    The Piedmont Group Dunwoody, United States

    Job Description · Job DescriptionOur 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 ...