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

Financial Advisor’s at The Piedmont Group Birmingham is focused on bringing their clients peace of mind by offering holistic & meaningful financial planning. We support our advisors as business owners, by creating structured mentorship training environments, from award-winning staff, and developing personalized marketing strategies, so our advisors can better impact their growing client base.

Great work ethic is strongly valued and coupled with growth opportunities for advisors looking to expand their careers in finance. Reevaluate your earning potential, knowing that you have full ownership of your existing, new, and future business when joining our firm. We specialize in supporting new and seasoned financial representatives with best practices, resources, products, and character core values, to help develop them personally & professionally. TPG believes that by aligning highly motivated individuals with the right resources & environment, we can continue to leave an impactful legacy, in our communities.

Why Join The Piedmont Group?

  • 2015 - AJC Top Work Places
  • 2016 - AJC Top Work Places
  • 2015 - ABC Best Places to Work
  • 2017 - ABC Best Places to Work
  • 2018 - ABC Best Places to Work
  • 2019 - ABC Best Places To Work
  • 2020 - ABC Best Places to Work
  • 2017 - NAIFA Top Female Advisor
  • 2017 - NAIFA Top 40 Under 40
  • 2014 - Top CEO Award
  • 2012 - MassMutual Chairman's Trophy
  • 2013 - MassMutual Chairman's Trophy
  • 2014 - MassMutual Chairman's Trophy
  • 2015 - MassMutual Chairman's Trophy
  • 2016 - MassMutual Chairman's Trophy
  • 2017 - MassMutual Chairman's Trophy

Responsibilities


  • Utilize comprehensive and fee-based planning techniques to develop your business
  • Partner with our Marketing department & support staff to amplify your audience and business
  • Educate and implement financial strategies as a licensed financial advisor.
  • Build your business on core values demonstrated by our organization and displayed by your character.

Qualifications
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

You could be a good fit if you:

  • Have a history of success in a sales environment, competed in athletics, academically competitive, military background, or if you have experience/ambitions of being a business owner
  • (L&H, Series 6,7, and 66) or willing to obtain within 6 months
  • Reliable transportation. This position is remote.
  • Experience in the related field although not required

We hire financial advisors that are exploring a change of employer or new career path.

What we offer our advisors:

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
$75,000 - $90,000 of plan yearly
About The Piedmont Group

The Piedmont Group is a financial services firm and a general agency of Massachusetts Mutual Life Insurance Company (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. We set ourselves apart by focusing on the individual, building a foundation that can allow our clients to take control of their own financial lives.

That same foundation is found in our company culture. Our financial professionals and staff always work 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 talent network. 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 potential.

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