Associate Financial Advisor
The Piedmont Group
Birmingham, AL US
Posted ago
The Piedmont Group

The Piedmont Group, located in Birmingham, AL, is hiring for the Associate Financial Advisor role. If you are currently a Financial Advisor who is seeking a new firm to work for, or if you are starting a new career in finance, this is an opportunity for you. Our financial firm provides holistic financial planning and guidance to those in the community. Start or grow, your existing practice by working with our marketing department, underwriters, support staff, and experienced coaches. This position welcomes all motivated, finance professionals, seasoned advisors, and new grads that want to invest in their careers by helping others plan for the future.

Responsibilities
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

  • We are a non-captive firm.
  • Our Financial Advisors have control of their business and protection with their existing clients.
  • We provide structured mentorship, joint work partners, underwriters, new business development dept, in-house compliance, and seasoned management planners to support you and your client's needs.

Qualifications
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired

  • Up to date licensing (LAH, Series 6,7, and 66) or willing to obtain within 6 months is preferred and eventually required.
  • Bachelor’s degree in business administration, finance, or other related field is preferred but not required
  • If you have no prior experience in finance but are a top performer in your field this position does not exclude you.
  • Highly motivated and competitive persona
  • We hire financial planners that are exploring a change of employer or new career path.

What we offer
You want to go beyond the ordinary, make a real difference, and work in an environment that is inclusive, fun, and supportive. You want to grow - and we want to help. Compensation is performance-driven, tied to only the time and effort invested. Plus potential for multiple streams of income. You’ll also have access to a competitive benefits package, including medical and dental, life and disability insurance, and thrift and pension plans

Compensation
$90,000 - $125,000 yearly
About The Piedmont Group

The Piedmont Group is a non captive financial services firm. Through comprehensive financial planning, we help our clients tackle the issues that matter, supporting them through the most important decisions of their lives. We set ourselves apart from other firms by focusing on the individual, building a foundation that can allow our clients to take control of their own financial lives. That same foundation can be found in our company culture. Our financial professionals and staff are always working to create an inclusive environment that represents our core values: growth, family, teamwork, and happiness. We are a young and agile firm that is always looking for new ways to amaze our clients and grow our network of talent. We're lifelong learners that take pride in our commitment to training and education, and we work tirelessly to help our team explore their limitless potential.

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