Financial Advisor Growth Opportunity | The Piedmont Group
The Piedmont Group is seeking motivated financial advisors to join our expanding team. If you're looking for a platform that supports your independence while helping you grow and scale your practice, this is an opportunity to take your career to the next level.
Our advisors deliver comprehensive wealth management and holistic financial planning to individuals, families, and business owners. Whether you're experienced or new to the industry, we provide the tools, training, and support to help you succeed.
What you'll do:
- Build and grow your own financial services practice
- Develop and maintain strong client relationships
- Create customized financial plans and wealth strategies
- Collaborate with specialists to deliver advanced planning solutions
What we offer:
- Comprehensive training, coaching, and mentorship
- Collaborative team environment with proven systems
- Local operational support (underwriting, case design, client service, compliance)
- Access to investment, trust, and estate planning specialists
- Established relationships with leading financial institutions
- Modern technology, CRM tools, and lead generation support
- Access to 50+ carriers and a wide range of financial solutions
- Flexible schedule with strong income potential
About The Piedmont Group:
We are a non-captive firm focused on holistic financial planning. Advisors maintain ownership of their business while benefiting from a strong support network, robust infrastructure, and extensive resources.
If you're ready to grow your practice with the support of a proven platform, apply today to learn more.
Responsibilities:
- Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations
- Customize financial plans for each client based on potential life changes and changing financial needs
- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
- Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Develop and maintain long-term relationships with clients
- Provide holistic financial planning and wealth management guidance
- Identify client needs and recommend appropriate financial strategies and solutions
- Build and manage your own client base
- Collaborate with specialists and team members to deliver comprehensive planning solutions
- Maintain compliance with industry and regulatory standards
Qualifications:
- Authorized to work in the U.S. (no visa sponsorship available)
- Local candidates only
- Obtain required licenses prior to onboarding: Life & Health, SIE, Series 66
- Previous sales experience and/or a bachelor's degree
- Clean Form U4 (no disclosures)
- Strong understanding/interest in financial planning, investment strategies, and risk management
- Strong communication and relationship-building skills
- Business mindset with a desire to grow a client-focused business
- Ability to work independently while collaborating with a team
- Bachelor's degree preferred (recent graduates encouraged to apply)
Compensation $70,000 - $150,000 About The Piedmont Group
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.