Financial Advisor

Company: The Piedmont Group
Location: Atlanta
Posted on: April 13, 2025

Job Description:

Are you looking to advance your career in finance this year? The Piedmont Group has invested heavily in cutting-edge technology, spending over $1.4 million to equip our advisors. With a growing presence across 19 locations, we are proud to be the #4 MM Firm for contracted planning fees, totaling $4 million, and ranked #3 in MM for 1st Year Agent Production. Join our community of over 200 financial professionals who have chosen to enhance their practice with The Piedmont Group.



In Atlanta, we are actively seeking ambitious financial advisors and new agents to join our dynamic team. Backed by a dedicated team of 80+ support staff members, TPG advisors receive the assistance needed to establish, expand, and succeed as business owners. Benefit from our in-house Marketing team, Podcast Media Room, Planning Department, and Recruitment services, which are just a few of the resources that draw experienced producers to grow with TPG. Apply now and discover how your business can thrive with us.

Responsibilities:
--- Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products.
--- Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor.
--- Develop and offer financial advice and strategies that align with each client's risk tolerance and financial objectives.
--- It's desired that you become knowledgeable of the financial industry, financial products, best practices, and tax regulations.

Qualifications:
--- You must either have U.S. Citizenship or a Green Card and live in the United States to be considered for this role.
--- Bachelor's Degree is highly preferred.
--- Within 6 months of hire, the following must be obtained: Life and Health License, Series 7, and 66.
--- Sales experience is highly preferred.
--- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired.

About Company:
We're a fast-growing, family-owned financial services firm and a non-captive general agency of MassMutual, with 19 locations across GA, AL, and VA. As the 7th largest MassMutual agency nationwide, we're proud to rank 3rd in first-year agent production and 4th in contracted planning fees ($4M). With 200+ financial professionals, we're committed to helping you thrive-personally and professionally-through holistic planning and a culture rooted in growth, family, teamwork, and happiness.

What We Offer:

Full ownership of your practice - no NDAsNon-captive model with the freedom to growAbility to build your own firm (DBA)Competitive benefits: health, life, disability, 401(k), pensionPerformance-based bonusesInternational travel opportunities50+ in-house experts in marketing, media, compliance, planning, and recruiting

Keywords: The Piedmont Group, Warner Robins , Financial Advisor, Accounting, Auditing , Atlanta, Georgia