The Piedmont Group→
Financial Advisor
Entry LevelOn-site
Location
Dunwoody, GA
Salary
Not listed
Experience
Not specified
Posted
1 day ago
Skills
financial planningwealth managementinsurance planningretirement planninginvestment planningbusiness planningteam developmentsalesbusiness development
Job Description
Summary: The Piedmont Group is a full-service financial planning and wealth management firm that provides support for both experienced and entry-level financial advisors. The role involves building client relationships and expanding business through a collaborative team environment and access to advanced expertise.
Responsibilities:
- Build your financial career with the right partner
- Provide financial planning and wealth management solutions
- Expand your business and strengthen client relationships
- Maintain ownership of your business and client relationships
Required Qualifications:
- Local Candidates Only
- Experience in leadership and team development
- Experience in sales and business development
- Experience in military service
- Experience in collegiate athletics
- Experience in entrepreneurship and business ownership
- Experience in real estate or financial services
- Experience in competitive academic or professional environments
Required Skills: Financial planning, Wealth management, Insurance planning, Retirement planning, Investment planning, Business planning, Team development, Sales, Business development
Benefits: Medical, dental, life, disability, and pension benefits for eligible employees, Performance-driven compensation with significant income potential, Licensing sponsorship and reimbursement opportunities, Full ownership of your existing and newly developed business, Non-captive platform with broad financial planning flexibility, Opportunity to establish or grow your own DBA or advisory team, Structured training, mentorship, and practice development support, Concierge-level advisor and operational support, Access to investment, retirement, and specialized planning expertise, Innovative technology and business-building tools, Collaboration with more than 100 experienced advisors and leaders
Benefits
Medical, dental, life, disability, and pension benefits for eligible employees
Performance-driven compensation with significant income potential
Licensing sponsorship and reimbursement opportunities
Full ownership of your existing and newly developed business
Non-captive platform with broad financial planning flexibility
Opportunity to establish or grow your own DBA or advisory team
Structured training, mentorship, and practice development support
Concierge-level advisor and operational support
Access to investment, retirement, and specialized planning expertise
Innovative technology and business-building tools
Collaboration with more than 100 experienced advisors and leaders