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Tuscaloosa

    Financial Advisor - Tuscaloosa, United States - The Piedmont Group

    The Piedmont Group
    The Piedmont Group Tuscaloosa, United States

    3 weeks ago

    Default job background
    Description
    Seeking a talented financial advisor looking to advance their career at our non-captive firm. Join The Piedmont Group and make a real impact. Our strong track record speaks for itself, but if you have doubts, meet any of our 100 advisors. Discover your drive for change by applying to our office in Tuscaloosa. The Piedmont Group is an independent MassMutual agency specializing in comprehensive financial planning. Our advisors have full control over their practice. Enjoy the benefits of reaching new financial milestones, while maintaining a balanced work-life harmony, in this role. Our competitive setting and potential for growth will empower you to succeed in wealth management.
    The moment is now. Ready to seize this opportunity?

    Responsibilities


    • Customize financial plans for each client, taking into consideration potential life changes and evolving financial needs
    • Build strong relationships with new clients, acting as their trusted advisor and actively seeking out potential prospects
    • Develop and offer financial advice and strategies that align with each client's risk tolerance and financial objectives

    Qualifications


    • A Bachelor's degree is required for this Financial Advisor position in Tuscaloosa, AL, US.
    • The selected candidate must achieve a Life & Health Insurance license, Series 7, and Series 66 within 6 months of being hired.
    • Preferred qualifications include familiarity with the financial industry, financial products, best practices, and tax regulations.
    • Understanding of the financial industry, financial products, best practices, and tax regulations is beneficial.
    • Applicants must possess either U.S. Citizenship or a Green Card and reside in the United States.
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