Financial Advisor

Company: The Piedmont Group
Location: Smyrna
Posted on: April 11, 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:
The Piedmont Group is a young and agile financial services firm and a general agency of MassMutual with 19 locations. We are the 7th largest MM firm in the country, rank 3rd in the U.S. for 1st year agent production, & rank 4th for contracted planning fees ($4mil.). We are dedicated to helping our 200 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:

We are non-captiveCompetitive benefits package (medical and dental, life and disability insurance, 401k, & pension plans)Performance-based bonus structureInternational Travel OpportunitiesOpportunity to own and operate your own firm (DBA)In-house Marketing, Media, Compliance, Planning dept., Recruiting, & 50+ support staff

Keywords: The Piedmont Group, Athens , Financial Advisor, Accounting, Auditing , Smyrna, Georgia