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Financial Advisor

Company: The Piedmont Group
Location: Macon
Posted on: May 26, 2023

Job Description:

The Piedmont Group
Surround yourself with the resources and leadership necessary, to have a long, fruitful, advisory career. We specialize in facilitating an atmosphere, where new and experienced wealth management professionals, flourish. Our Macon office is comprised of top financial advisors, from all different backgrounds, who share the same vision of result driven growth. It's time to take your practice to the next level and we are here to be a part of your success. Meet the people that make this firm special & educate yourself on our synergy, so that you can make the best decision for you and your clients.
Responsibilities

  • Educate & lead your clients with comprehensive financial planning & fee-based planning
  • Serve as a licensed advisor and acquire new business
  • Become a seasoned advisor and grow a team of your own
  • Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Qualifications
    • Upon hire, Life and Health License, SIE, FINRA Series 66 & 7 are to be obtained within 6 months
    • College degree preferred
    • Previous industry experience is strongly preferred Compensation
      $97,850 - $115,600 at plan commission
      About The Piedmont Group
      The Piedmont Groupis a young and agile financial services firm and a general agency of MassMutual. We are dedicated to help our financial professionals exceed their potential & enjoy a fulfilling career, while providing comprehensive financial planning. TPG facilitates an inclusive environment that represents our core values: growth, family, teamwork, and happiness.
      We Offer Our Advisors:
      • Competitive benefits package (medical and dental, life and disability insurance, and thrift and pension plans)
      • We are a non-captive firm
      • Performance-based bonus structure
      • International Travel Opportunities
      • Opportunity to own and operate your own firm (DBA)

Keywords: The Piedmont Group, Macon , Financial Advisor, Accounting, Auditing , Macon, Georgia

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