Licensed Financial Advisor Position Available In Fulton, Georgia
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Job Description
Job Description:
Reimagine What’s Possible for Your Practice. At The Piedmont Group, we don’t just support advisors-we scalethem. Advisors who transition to TPG experience, on average,experience 4x practice growth, backed by an elite infrastructureand an independent model that puts you in full control of yourbusiness. We’re proud to be ranked #3 in the MassMutual system forfirst-year advisor production-because our results speak forthemselves. Now, we’re inviting licensed, experienced financial professionalsto explore what it means to build a legacy, not just a book. WhyChoose TPG? If you are an advisor leaving a captive firm, seekingtrue ownership & flexibility, let’s connect. If you are a producerwho wants to scale faster with robust in-house teams (planning,marketing, recruiting, and compliance), we have you covered.
Professionals ready to evolve beyond transactional sales and intocomprehensive financial planning, & Leaders looking to build teams,brands, & enduring impact
- now call TPG home.
Join a firm whereintegrity meets innovation, and where your ambition is matched byresources & explore The Piedmont Group Atlanta-Dunwoody.
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