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

The Piedmont Group, has opened a new office in Tuscaloosa, Alabama and is expanding the team. We are hiring Tuscaloosa natives for our Financial advisor role. If you are a Tuscaloosa native, looking to start a new career in finance, or continue your financial advising career with a new company, then this role is for you. Our firm specializes in holistic financial planning and supports all aspects of wealth management & portfolio review. We are looking for highly motivated individuals that are interested in creating financial plans for clients, while engaging in building long lasting relationships. Join receive structured mentorship and become fully FINRA licensed to guide clients to financial success. Apply below!

  • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
  • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Customize financial plans for each client based on potential life changes and changing financial needs
  • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
  • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
  • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
  • Bachelor’s degree in business administration, finance, or related field is required
$88,000 - $111,000 yearly
About The Piedmont Group

The Piedmont Group is a 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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