Licensed Financial Advisor
As an Experienced Financial Advisor with The Piedmont Group, a subsidiary of MassMutual, you will play a crucial role in delivering comprehensive financial planning and guidance to clients. You\'ll benefit from the support, training, and mentorship of our Senior Financial Professionals and dedicated internal staff. We encourage all Advisors to hold full investment licenses, including SIE, Series 66, and Series 7.
Location Requirement: Must reside in Buckhead, GA area. This is a hybrid position, allowing for both in-office and remote work.
The Piedmont team is made of independent financial professionals committed to helping clients achieve their financial goals. The ideal candidate will provide tailored financial planning solutions, helping clients navigate both short- and long-term objectives. You should be skilled in creating accurate financial plans and ensuring thorough cross-checking of information. Your responsibilities will include analyzing financial data, developing personalized strategies, and assisting clients in reaching their financial aspirations.
Licenses: Series 7, Series 66, SIE, Life & Health Insurance
Compensation: Our competitive pay structure is tailored to individual performance, activity, ownership, and experience. We seek driven individuals who aspire for greater impact and alignment with our mission.
Job Responsibilities
- Offer financial planning support to clients
- Collaborate with investment and risk professionals to foster client relationships
- Prepare and present financial plans
- Build a clientele leveraging our internal resources and support from Senior Advisors, marketing, and networking
Qualifications
- Bachelor\'s degree or higher
- Exceptional interpersonal, communication, and problem-solving skills
- Life, Accident, and Health License +
- Series 6, Series 7, and Series 63, 65, or 66 (within the first 6 months)
- Team-oriented, self-disciplined, and driven
Compensation Structure
- Individual transition packages based on licenses, certifications, and experience
- Options for W2 or 1099; multi-revenue streams with employee benefits based on performance and ownership
Compensation: From $90,000 to $200,000 per year
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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