Job Description
Job Description
Explore why local, experienced advisors have joined The Piedmont Group to elevate their practice. Are you next? Our Tuscaloosa office, as well as our other 4 southeast locations, rank #5 at MassMutual for 1st year agent revenue.
The Piedmont Group is a non-captive agency provided holistic financial solutions, so naturally advisors get compensated on investments , fee-based planning , & insurance.
Experienced financial advisors & new agents, are welcome to meet our thriving team. Our financial advisors are backed by a support staff that helps you build, grow, and flourish as a business owner.
We believe in facilitating a competitive team environment, mentored by experienced financial professionals, who have proven success in proliferating new business.
The time is now. Don't lose another year being stagnant. Apply today.
Compensation :
$75,000 - $98,000 at plan commission
Responsibilities :
- Customize financial plans for each client, taking into consideration potential life changes and evolving financial needs.
- Build strong relationships with new clients, acting as their trusted advisor and actively seeking out potential prospects.
- Develop and offer financial advice and strategies that align with each client's risk tolerance and financial objectives.
Qualifications :
- A Bachelor's degree is required for this Financial Advisor position in Tuscaloosa, AL, US.
- The selected candidate must achieve a Life & Health Insurance license, Series 7, and Series 66 within 6 months of being hired.
- Preferred qualifications include familiarity with the financial industry, financial products, best practices, and tax regulations.
- Understanding of the financial industry, financial products, best practices, and tax regulations is beneficial.
- Applicants must possess either U.S. Citizenship or a Green Card and reside in the United States.
About Company
The Piedmont Group is a young and agile financial services firm and a general agency of MassMutual. We are dedicated to helping our financial professionals exceed their potential & enjoy a fulfilling career, while providing comprehensive financial planning.
TPG facilitates an inclusive environment that represents our core values : growth, family, teamwork, and happiness.
We Offer Our Advisors :
- Competitive benefits package (medical and dental, life and disability insurance, and thrift and pension plans)
- We are a non-captive firm
- Performance-based bonus structure
- International Travel Opportunities
- Opportunity to own and operate your own firm (DBA)
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