Job Description
Job Description
Now Hiring: Experienced Licensed Wealth Management Advisors | Atlanta, GA
Welcome to The Piedmont Group
At The Piedmont Group, we partner with experienced advisors who already know how to build and manage successful practices—but want a stronger platform to support their next stage of growth. Our model is built for independence, scalability, and long-term value creation.
We provide seasoned advisors with institutional-level resources while preserving what matters most: control of your business, ownership of your relationships, and the freedom to execute your vision. Our culture is collaborative, performance-driven, and grounded in leadership and accountability.
This opportunity is well-suited for experienced advisors who are:
- Operating established practices and seeking enhanced infrastructure
- Looking for strategic support in compliance, operations, marketing, succession planning, or recruiting
- Focused on scaling intentionally, strengthening enterprise value, and building a lasting legacy
At Piedmont, you gain a true partner—one that respects your experience, amplifies your capabilities, and aligns with your long-term goals.
Where Independence Is Strengthened by Infrastructure
Join a firm where your expertise is valued, your vision is supported, and your growth remains firmly in your control.
Compensation: Performance-based, $70,000–$160,000 annually
Let’s start the conversation.
Compensation:
$70,000 - $160,000 per year
Responsibilities:
- Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow a long-term customer base
- Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
Qualifications:
- You must either have U.S. Citizenship or a Green Card & live in the United States
- Previous sales or industry experience is preferred
- Life and Health License, SIE, & 66 before onboarding
- If you have the following experience, you may be a great fit: military background, student-athlete, academically competitive scholar, experience in related roles, or if you have conquered & outgrown your current role
- High school diploma mandatory: four-year undergraduate degree strongly preferred
- Working knowledge of the insurance industry, insurance products, risk management profiles, and related state and federal regulations
About Company
We are a well-established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies and an exceptional client experience. Our professional, growth-oriented environment is ideal for individuals passionate about financial planning, relationship building, and long-term client success.
Why Join Us?
- Play a key role in delivering tailored, high-quality financial planning
- Make a direct impact in a boutique, client-centered environment
- Collaborate with experienced advisors and expand your industry expertise
- Thrive in a firm that values professionalism, precision, and lasting client relationships
- Access ongoing professional development and meaningful career advancement opportunities