The Piedmont Group
Experienced Financial Services Advisor Opportunity - Atlanta based applicants only.
Unlock Your Potential. Build a Career with Purpose.
At
The Piedmont Group , we help driven professionals transform ambition into impact. As an experienced
Financial Services Advisor , you’ll gain the training, mentorship, and cutting‑edge tools to guide individuals and families in achieving long‑term financial security and success.
Base pay range $70,000.00/yr - $150,000.00/yr
What We Offer
Smooth transitions from start to finish – we have tools to ensure your business is in a great position for years to come.
Broad product shelf
Cutting Edge Technology
Advisor Pro Training Program
– a comprehensive learning platform to build your knowledge and confidence
One‑on‑One Coaching
– direct mentorship from top‑performing financial professionals
Tailored Marketing Support
– strengthen your personal brand and attract your ideal clients
Diverse Product Portfolio
– provide customized, holistic financial solutions
Innovative Tools & Technology
– optimize your practice and elevate your client experience
What You’ll Do
Proactively
grow and manage your client network
through strategic outreach and relationship building
Engage in
hands‑on training
to master financial planning and advisory best practices
Evaluate client needs
and deliver tailored financial strategies
Build lasting relationships
founded on trust, integrity, and results
Pursue
continuous learning
and collaborate with a supportive, high‑performing team
Requirements
Authorized to work in the United States
No need for Visa sponsorship
Must be a local candidate
Willingness to obtain licensure prior to onboarding: Life & Health, SIE, and 66
Prior sales experience and/or bachelor's degree
Strong understanding of financial planning, investment strategies, and risk management
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance, Consulting, and Education
Benefits
Medical insurance
Vision insurance
Pension plan
401(k)
Referrals increase your chances of interviewing at The Piedmont Group by 2x.
#J-18808-Ljbffr
Unlock Your Potential. Build a Career with Purpose.
At
The Piedmont Group , we help driven professionals transform ambition into impact. As an experienced
Financial Services Advisor , you’ll gain the training, mentorship, and cutting‑edge tools to guide individuals and families in achieving long‑term financial security and success.
Base pay range $70,000.00/yr - $150,000.00/yr
What We Offer
Smooth transitions from start to finish – we have tools to ensure your business is in a great position for years to come.
Broad product shelf
Cutting Edge Technology
Advisor Pro Training Program
– a comprehensive learning platform to build your knowledge and confidence
One‑on‑One Coaching
– direct mentorship from top‑performing financial professionals
Tailored Marketing Support
– strengthen your personal brand and attract your ideal clients
Diverse Product Portfolio
– provide customized, holistic financial solutions
Innovative Tools & Technology
– optimize your practice and elevate your client experience
What You’ll Do
Proactively
grow and manage your client network
through strategic outreach and relationship building
Engage in
hands‑on training
to master financial planning and advisory best practices
Evaluate client needs
and deliver tailored financial strategies
Build lasting relationships
founded on trust, integrity, and results
Pursue
continuous learning
and collaborate with a supportive, high‑performing team
Requirements
Authorized to work in the United States
No need for Visa sponsorship
Must be a local candidate
Willingness to obtain licensure prior to onboarding: Life & Health, SIE, and 66
Prior sales experience and/or bachelor's degree
Strong understanding of financial planning, investment strategies, and risk management
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance, Consulting, and Education
Benefits
Medical insurance
Vision insurance
Pension plan
401(k)
Referrals increase your chances of interviewing at The Piedmont Group by 2x.
#J-18808-Ljbffr