Job Description
Job Description
Licensed Financial Advisor
As a Licensed Financial Advisor, you’ll serve as a trusted guide for individuals and families as they navigate life’s most significant financial milestones—from saving for education and purchasing a first home to planning for retirement and building generational wealth. With comprehensive training, personalized mentorship, and ongoing support, you’ll have everything you need to build a thriving practice and make a lasting impact on the lives you touch.
What You’ll Receive
- A personalized onboarding program with dedicated, hands-on mentorship
- A collaborative, team-driven culture focused on collective success
- Access to advanced financial tools and a wide range of industry-leading products
- A transparent and flexible pathway for career progression
- Streamlined transition support for experienced Financial Advisors
Who You Are
- Business-minded, driven, and self-motivated
- Passionate about helping others achieve financial clarity and confidence
- Grounded in integrity, empathy, and a strong sense of responsibility
- Eager to learn, grow, and embrace continuous coaching
Compensation
- Competitive compensation structure including commissions, performance bonuses, and renewal income
- Full ownership of your client relationships and book of business
- Flexibility to design your own schedule and build the lifestyle you want
Your Benefits
- Comprehensive health benefits: medical, dental, vision, life, and disability coverage
- 401(k) with employer match and access to a Health Savings Account (HSA)
- Licensing support, sponsorship, and ongoing professional education
- Recognition programs, incentive travel, and career development opportunities
- Access to in-house financial planning resources and expert advisory support
- teams
Compensation:
$70,000 - $150,000
Responsibilities:
- Deliver personalized financial planning solutions to help clients work toward their short-term and long-term financial goals
- Create financial plans and cross-check work to ensure complete accuracy of information
- Analyze financial information, develop personalized strategies, and assist clients in achieving their financial goals
Qualifications:
Requirements
- U.S. citizen or permanent resident
- Willing to obtain financial licenses (Life & Health, SIE, Series 6/7 & 63/65)
About Company
We are a well-established, boutique financial planning and wealth management firm with a focus on delivering tailored financial strategies and an exceptional client experience. Our collaborative and professional environment is designed for growth-minded individuals who are passionate about financial planning and client service.
Why Join The Piedmont Group?
- Play a critical role in delivering personalized, high-quality financial planning.
- Work in a boutique environment where your work has a direct impact.
- Collaborate with experienced advisors and deepen your industry knowledge.
- Join a firm that values professionalism, precision, and long-term client relationships.
- Enjoy career growth opportunities and support for ongoing professional development.