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

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

For over a century our financial advisors at The Piedmont Group & MassMutual, have helped families achieve financial stability. 

Responsibilities
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management

  • We are a non-captive firm. Your clients remain your clients
  • Our Financial Advisors have control of their business and protection with their existing clients & option to use a variety of products from other institutions, to help serve their clients
  • Self-motivated individuals
  • We provide structured mentorship, joint work partners, underwriters, new business development dept, in-house compliance, and seasoned management advisors, to support you & your client's needs

Qualifications
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus

  • (L&H, Series 6,7, and 66) or willing to obtain within 6 months
  • Experience in the related field is preferred but not required
  • We hire financial planners that are exploring a change of employer or new career path.

What we offer

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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