Financial Advisor in Birmingham, Alabama at The Piedmont Group
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Job Description
At The Piedmont Group, a MassMutual Firm, we believe successful financial advisors are built through mentorship, continuous development, and a collaborative culture. When you join our team, you're never expected to build your practice alone. You'll have access to experienced mentors, proven resources, and a supportive team committed to helping you succeed.
Whether you're launching your career or making a transition into financial services, our structured advisor development program is designed to help you gain confidence, strengthen your expertise, build lasting client relationships, and establish a successful financial planning practice.
What You'll Have Access ToAs a Financial Advisor with The Piedmont Group, you'll be supported with the tools, resources, and expertise needed to serve clients and grow your career, including:
A comprehensive portfolio of investment, insurance, retirement, and wealth management solutions
Advanced planning support and specialized insurance expertise from experienced professionals
Proven financial planning strategies and client engagement processes for individuals, families, and business owners
Dedicated operational support, including new business processing, underwriting, compliance, and client service
Ongoing collaboration with seasoned financial planning and investment professionals
Professional networking opportunities through established relationships with financial institutions and strategic partners
Industry-leading technology, financial planning software, and digital tools that enhance the client experience
Your success is our priority. We are committed to helping advisors build rewarding, long-term careers by providing the guidance, education, and support needed to grow personally and professionally.
Our culture is centered on:
Business-minded flexibility with the support of an established firm
Comprehensive training and ongoing professional development
A collaborative, team-oriented environment
Meaningful work that helps clients pursue financial confidence and long-term goals
Integrity, accountability, and transparency in everything we do
Innovation and continuous improvement
Our compensation model is designed to reward performance while providing opportunities for long-term financial growth.
Benefits include:
Multiple income opportunities through commissions, fees, and performance-based compensation
Long-term earning potential through renewal commissions and recurring revenue
Comprehensive medical, dental, and vision insurance
Retirement savings plan with company contributions
Licensing assistance, continuing education, and ongoing professional development
Building a successful financial planning practice takes more than ambition—it takes the right support system. At The Piedmont Group, you'll join a firm that values collaboration, professional growth, and client-first service while providing the resources to help you develop a thriving business.
If you're motivated to make a meaningful difference in the lives of individuals, families, and business owners while building a rewarding career with unlimited growth potential, we'd love to meet you.
Take the next step with The Piedmont Group, a MassMutual Firm, and build a career where your growth is supported, your success is rewarded, and the impact you make lasts for generations.
Compensation:$70,000 - $150,000 yearly performance commission based
Responsibilities:
- Build and grow your own financial services practice
- Create customized financial plans and wealth strategies
- Collaborate with specialists to deliver advanced planning solutions
- Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow a long-term customer base
Qualifications:
- Authorized to work in the United States
- No need for visa sponsorship
- Must be a local candidate
- Obtain licensure prior to onboarding: Life & Health, SIE, and 66
- Prior sales experience and/or a bachelor's degree
- No U4 disclosures
- Self-motivated with a business mindset
- Ability to thrive in a goal-oriented environment
- Previous financial services experience is a plus, but not required
About Company
We are a financial planning and wealth management firm offering insurance, retirement, and investment planning for individuals and businesses.
There is an overwhelming sense of pride that comes with representing The Piedmont Group. We have incredible people at our firm who are happy to be part of this big family. The whole is greater than the sum of its parts, and we firmly believe that with teamwork and togetherness, we are able to achieve more.
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