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

The increase in client demand for a broader-based range of knowledge and services, combined with credentials and licenses required to market that wide array of products, is a challenge that few professionals can meet on their own. This is why the advisor team business model has been adopted by more and more financial advisors. At our firm, we have an industry-leading Advisor Teaming program that supports the formation and development of advisor teams.


Whether you’re interested in building a team around you and your business or interested in joining a high-caliber team, we are here to help you.


We’re seeking experienced Financial Advisors, who recognize the strength of our products and our brand, welcome our flexible approach, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients.

Responsibilities

If you’re a successful advisor looking to accelerate your practice, we will support you through...

  • A robust teaming platform including coaching, systems, processes, and support at the local level designed to sustain the development of high-performance advisor teams
  • A unique business markets process that will differentiate you and help you add more value to conversations with business owners
  • Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources
  • A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs
  • Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms.
  • State-of-the-art technology platforms and tools
  • A diversified portfolio of investment, insurance, and retirement solutions – all manufactured here, so your input can directly impact the products we develop
  • A one-stop shopping hub for insurance solutions when your clients’ needs must be met with products we do not offer

Qualifications

Let’s partner together in support of the values we share with each other:

  • Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations
  • Being heard: because your voice matters, because you matter
  • Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice
  • Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership
  • Innovation: benefit from dedicated investments into tools and technologies designed to make doing business easier for you
  • Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise

Contact us today to discuss a change to a financial firm that knows how to support established practices.

Compensation
$95,500 - $123,500 at plan per year
About The Piedmont Group

The Piedmont Group of MassMutual, based in Atlanta, Georgia, with a thriving operation in Birmingham, Alabama. Through comprehensive financial planning, we help our clients tackle the issues that matter, supporting them through some of 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 advisors 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 financial professionals explore their limitless potential.

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