Licensed Financial Advisor

The Piedmont Group

$70K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Authorized to work in the United States
  • Local candidate required
  • Must obtain Life & Health, SIE, and 66 licenses prior to onboarding
  • Prior sales experience or bachelor's degree
  • No U4 disclosures
  • Self-motivated with a business mindset
  • Goal-oriented individual preferred

Responsibilities

  • Build and grow your own financial services practice
  • Create customized financial plans and wealth strategies
  • Collaborate with specialists to deliver advanced planning solutions
  • Devote personal attention when implementing effective sales strategies
  • Maintain and grow a long-term customer base

Benefits

  • Environment focuses on professional development and collaboration
  • Access to advanced technology and planning support
  • Opportunity to partner with a firm committed to advisor growth
  • Independence with institutional-level resources
Full Job Description
Experienced Financial Advisor - Independence, Growth & Partnership

As an independent, non-captive financial services firm, The Piedmont Group empowers advisors to build their business their way. Our platform combines independence with institutional-level resources, including advanced technology, planning support, and access to a broad range of financial solutions.

We believe advisors should have the flexibility to serve their clients without sacrificing the support needed to grow. That's why we've created an environment that fosters professional development, collaboration, and long-term success.

If you're ready to elevate your practice and partner with a firm committed to your growth, we encourage you to apply today.

Compensation: Performance and commission-based, with annual earnings potential of $70,000-$150,000+.

Responsibilities
• Build and grow your own financial services practice
• Create customized financial plans and wealth strategies
• Collaborate with specialists to deliver advanced planning solutions
• Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow a long-term customer base

Qualifications
• Authorized to work in the United States
• No need for visa sponsorship
• Must be a local candidate
• Obtain licensure prior to onboarding: Life & Health, SIE, and 66
• Prior sales experience and/or a bachelor's degree
• No U4 disclosures
• Self-motivated with a business mindset
• Ability to thrive in a goal-oriented environment
• Previous financial services experience is a plus, but not required

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