Financial Advisor Position Available In Fulton, Georgia
Tallo's Job Summary: Join The Piedmont Group in Atlanta as a Financial Advisor, assisting clients with financial recommendations and products. Requires U.S. Citizenship or Green Card, Bachelor's Degree, and licenses within 6 months of hire. Benefit from full ownership of practice, competitive benefits, and support from a dedicated team. Apply now to thrive with us.
Job Description
Job Description:
Are you looking to advance your career in finance this year? ThePiedmont Group has invested heavily in cutting-edge technology,spending over $1.4 million to equip our advisors. With a growingpresence across 19 locations, we are proud to be the #4 MM Firm forcontracted planning fees, totaling $4 million, and ranked #3 in MMfor 1st Year Agent Production. Join our community of over 200financial professionals who have chosen to enhance their practicewith The Piedmont Group. In Atlanta, we are actively seeking ambitious financial advisorsand new agents to join our dynamic team. Backed by a dedicated teamof 80+ support staff members, TPG advisors receive the assistanceneeded 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 fewof 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 assavings plans, life insurance, mutual funds, and other financialproducts.
- Identify, seek, and establish prospects continuously and createstrong relationships with new clients as their trusted advisor.
- Develop and offer financial advice and strategies that alignwith each client’s risk tolerance and financial objectives.
- It’s desired that you become knowledgeable of the financialindustry, financial products, best practices, and taxregulations.
Qualifications:
- You must either have U.S. Citizenship or a Green Card and livein 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: Lifeand 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 anon-captive general agency of MassMutual, with 19 locations acrossGA, AL, and VA. As the 7th largest MassMutual agency nationwide,we’re proud to rank 3rd in first-year agent production and 4th incontracted planning fees ($4M). With 200+ financial professionals,we’re committed to helping you thrive-personally andprofessionally-through holistic planning and a culture rooted ingrowth, family, teamwork, and happiness.
What We Offer:
Full ownership of your practice
- no NDAsNon-captive model with thefreedom to growAbility to build your own firm (DBA)
Competitivebenefits:
health, life, disability, 401(k),pensionPerformance-based bonusesInternational travelopportunities50+ in-house experts in marketing, media, compliance,planning, and recruiting