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Experienced Financial Advisor at The Piedmont Group – Dunwoody, Georgia

The Piedmont Group
Dunwoody, Georgia, 30338, United States
Posted on
Updated on
Recently UpdatedSalary:$70000 - $150000Industries:Other

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About This Position

You don’t have to build your practice alone.

As client needs grow more complex, delivering a comprehensive range of services requires broader expertise, credentials, and support. Our industry-leading program is designed to help experienced Financial Advisors expand their impact, enhance client service, and accelerate practice growth.

We provide the structure and support to help you succeed.

What We Offer

Comprehensive Teaming Platform

  • Local coaching, systems, and operational support
  • Proven processes designed to sustain high-performance advisor teams

Advanced Business Development Support

  • Differentiated marketing strategies to elevate business-owner conversations
  • Strategic alliance programs with financial institutions and professional firms

Concierge-Level Advisor Support

  • Priority in-force service and underwriting
  • Advanced sales resources
  • Dedicated compliance support

Specialized Expertise

  • Access to seasoned investment and trust specialists
  • Estate planning and wealth management collaboration

Innovative Tools & Solutions

  • State-of-the-art technology platforms
  • Diversified portfolio of investment, insurance, and retirement products
  • Comprehensive insurance solutions hub

Why Join Us

We are committed to supporting established advisors through:

  • Expanded Influence – Grow your impact across families, businesses, and communities
  • True Partnership – Your voice is valued and heard
  • Clear Path to Growth – Structured guidance to help realize your vision
  • Transparency – Honest, straightforward partnership
  • Innovation – Continued investment in tools and technology
  • Flexibility – Build your business your way

If you’re an accomplished, forward-thinking Financial Advisor ready to elevate your practice, we invite you to connect with us today.

Let’s build the next stage of your success—together.

Compensation:

$70,000 - $150,000

Responsibilities:
  • Provide personalized financial planning solutions to support clients in achieving both their short-term and long-term goals.
  • Develop comprehensive financial plans and thoroughly review all work to ensure accuracy and completeness.
  • Assess clients’ financial information, create tailored strategies, and guide them toward successfully reaching their financial objectives.
Qualifications:
  • Authorized to work in the United States.
  • No need for visa sponsorship.
  • Must be a local candidate.
  • Obtain licensure prior to start: Life & Health, SIE, and 66.
  • Prior sales experience and/or bachelor's degree.
About Company

Why Advisors Choose The Piedmont Group

At The Piedmont Group, advisors gain a true strategic partner—one that respects your experience, supports your vision, and helps you build a stronger, more scalable business.

Independence supported by infrastructure. Growth driven by partnership.

If you're ready to elevate your practice while maintaining control of your business, we’d welcome the opportunity to start the conversation.


#WHINS1

Job Location

Dunwoody, Georgia, 30338, United States
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Job Location

This job is located in the Dunwoody, Georgia, 30338, United States region.

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