Financial Advisor
Company: The Piedmont Group
Location: Atlanta
Posted on: November 1, 2024
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Job Description:
Our firm is driven by--results. The average experienced
Financial Advisor's practice,--grows 4x--at The Piedmont Group.
Our--firm ranks #4th--in Massmutual system for 1st year advisor
production. Whether you are new to the financial industry, or
looking to elevate your practice, our advisors have conquered both
journeys.
--
The Piedmont Group is a non-captive group with 19 locations across
the country. We are seeking to hire a financial advisor to join our
dynamic team in Dunwoody. Our office overlooks the city and is
located on the top floor of the Crowne Point building. TPG consists
of independent agents who own a DBA, top producers who have
transitioned from previous firms, advisors building teams, and new
agents. Join a team that values integrity, professionalism, and
commitment to helping clients achieve their financial goals. Gain
ownership of your practice & master all aspects of comprehensive
financial planning.
Responsibilities:
--- Aid clients in implementing financial recommendations such as
savings plans, life insurance, mutual funds, and other financial
products.
--- Identify, seek, and establish prospects continuously and create
strong relationships with new clients as their trusted advisor.
--- Develop and offer financial advice and strategies that align
with each client's risk tolerance and financial objectives.
--- It's desired that you become knowledgeable of the financial
industry, financial products, best practices, and tax
regulations.
Qualifications:
--- You must either have U.S. Citizenship or a Green Card and live
in the United States to be considered for this role.
--- Bachelor's Degree highly preferred.
--- Within 6 months of hire, the following must be obtained: Life
and Health License, Series 7, and 66.
--- Sales experience is highly preferred.
--- Success as a financial planner, personal financial advisor,
financial analyst, or financial consultant is desired.
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 firmPerformance-based bonus structureInternational
Travel OpportunitiesOpportunity to own and operate your own firm
(DBA)
Keywords: The Piedmont Group, Chattanooga , Financial Advisor, Accounting, Auditing , Atlanta, Tennessee
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