Licensed Financial Advisor in Dunwoody, Georgia at The Piedmont Group
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Job Description
Join The Piedmont Group as a Licensed Financial Advisor and be a part of a vibrant team dedicated to empowering individuals, families, and business owners to achieve their financial goals. At our firm, you'll experience a strong sense of community and pride, where teamwork and collaboration are at the heart of everything we do. You'll play a crucial role in providing comprehensive financial planning and wealth management solutions, fostering meaningful relationships with clients, and developing a sustainable business portfolio.
We offer competitive compensation with up to $50,000 in annual financing subsidy, an attractive unlimited commission structure, and comprehensive training paired with ongoing professional development. You'll have access to extensive marketing resources and a wide array of investment and insurance solutions to support your growth. If you're a passionate financial professional eager to make a difference, you'll thrive in our supportive and performance-driven environment. Let's join forces to create a brighter financial future for clients and for you.
$70,000 - $150,000 yearly
Responsibilities:
Develop and implement personalized financial plans that align with clients' goals and aspirations.
Cultivate and maintain strong relationships with clients, ensuring trust and transparency in all interactions.
Analyze clients' financial status and provide strategic advice on investment opportunities and risk management.
Collaborate with team members to share insights and strategies, fostering a culture of continuous learning and improvement.
Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice and solutions.
Utilize our extensive marketing resources to expand the client base and enhance your professional presence.
Conduct regular reviews of clients' financial plans to ensure they remain aligned with changing life circumstances and market conditions.
Qualifications:
- Active FINRA Series 7 and Series 66 (or Series 63 & 65) licenses
- Active Life and Health Insurance License
- License Requirement: Applicants must hold current Series 7 and Series 66 (or Series 63 & 65) licenses, along with an active Life and Health Insurance license, at the time of hire. If you are not already licensed, The Piedmont Group will assist with preparation for the required licenses.
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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