Financial Advisor
The Piedmont Group
Macon, GA US
Posted ago
The Piedmont Group

The Piedmont Group is hiring a Financial Advisor for our Macon, GA office to assist our clients in designing & implementing strategies to achieve their goals. Whether you are an experienced advisor, or looking to transition into a finance career, we have opportunities for growth. The ideal candidate will be a highly motivated individual, with proven success, in previous roles. If you have a proven track record of creating successful and long-term advising relationships, and excellent communication skills, Apply now!

Responsibilities
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
  • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations

  • FINRA Series 7 and 66, is required within 6 months of hire
  • Provide all aspects of financial planning
  • Define your target markets and learn how to brand your business
  • Network and connect with experienced professionals

Qualifications
  • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
  • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
  • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital

  • LAH, Series 6,7 must be obtained within six months of hire
  • Bachelor's degree
  • We welcome career changers, recent graduates, and experienced financial professionals

Compensation
$110,000 - $133,000 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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