The Piedmont Group of Atlanta has a reputation for developing top wealth management professionals & is committed to selecting exceptional talent to join our Dunwoody office. Work-life balance, reaching new compensation goals, & career longevity against competitors, are a few byproducts of success in this role.
This career opportunity is designed for financial industry leaders and elite career changers seeking to enhance their financial advising career, revenue, and overall ability to better serve their clients. If you have been neglected leadership opportunities, looking to build or grow your team, this role is for you. If you have explored a career in wealth management, but haven't found the right work environment, let's have a discussion. Assertive, new graduates, with related academic concentrations, are welcome to explore this fast-paced career.
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Be a coachable, organized team member interested in pursuing training, development, and educational opportunities
What we offer our Advisors:
- Medical, Dental, Life and disability insurance, and pension plans for all eligible employees
- We are a non-captive agency
- Opportunity to obtain a DBA and grow your team. If you own a DBA or advisory group, we support you by growing your existing business
- Aggressive performance-driven compensation & bonus structure
- FINRA Licensure reimbursement
- International travel opportunities
- 100+ seasoned advisors that can mentor & assist in business growth
- Bachelor's Degree is strongly preferred
- Previous sales experience or financial industry experience
- Life and Health, SIE, Series 6,7, and 63 required by six months of hire
- Stellar communication and math skills complemented
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products, is necessary
- Reliable transportation is a must.
This position is not remote but hybrid
The Piedmont Group is a financial services firm and a general agency of MassMutual. 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.
That same foundation is found in our company culture. Our financial professionals and staff facilitate an inclusive environment that represents our core values: growth, family, teamwork, and happiness.
We are a young and agile firm dedicated to help our financial professionals exceed their potential & enjoy a fulfilling career.
