Licensed Financial Advisor in Dunwoody, Georgia at The Piedmont Group
Job Description
At The Piedmont Group, we believe in empowering clients to secure a brighter financial future. As a Licensed Financial Advisor, you'll join a dedicated team that values collaboration and community. Our firm offers a supportive environment where your growth is our priority. You'll provide comprehensive financial planning, build lasting relationships, and develop a sustainable business portfolio. With us, you're more than just a team member—you're part of a family that achieves more together.
We offer competitive compensation, including up to $50,000 in annual financing subsidy, and an attractive unlimited commission structure. You'll have access to extensive marketing resources and a wide array of investment and insurance solutions. Comprehensive training and ongoing professional development ensure you're always at the forefront of the industry. If you're passionate about making a difference in the financial world, The Piedmont Group is the place for you. Let's work together to create success for clients and for you.
$70,000 - $150,000 yearly
Responsibilities:
- Guide clients in developing personalized financial plans that align with their goals and aspirations.
- Build and nurture long-term relationships with clients, ensuring trust and transparency in every interaction.
- Analyze clients' financial status, including income, expenses, and risk tolerance, to provide tailored advice.
- Stay informed about the latest industry trends and regulatory changes to offer up-to-date guidance.
- Collaborate with our team to deliver comprehensive solutions that meet clients' diverse financial needs.
- Educate clients on investment options, insurance products, and retirement strategies to empower informed decisions.
- Monitor and review clients' financial plans regularly, making adjustments as needed to achieve desired outcomes.
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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