Financial Advisor

Company: The Piedmont Group
Location: Smyrna
Posted on: March 29, 2025

Job Description:

Did your firm help you grow last year? The Piedmont Group spent over $1.4 million in the latest tech for our advisors, & has now expanded to 19 locations. We are the #4 MM Firm for contracted planning fees ($4mil) & ranked #3 in MM for 1st Year Agent Production. Explore the coalition of 200+ financial professionals who have joined The Piedmont Group, to elevate their practice.



Our Atlanta location is seeking hungry, experienced financial advisors & new agents, to join our thriving team. TPG advisors are backed by 80+ support staff members who help you build, grow, and flourish as a business owner. Our in-house Marketing team, Podcast Media Room, Planning Department, & Recruiting services, are just a few of the reasons that experienced producers choose to grow with TPG.



Our non-captive agency has provided holistic financial solutions to 76,000 clients so that they can focus on what matters most; living. As a TPG advisor, you have access to numerous products and get compensated on investments, fee-based planning, & insurance. At TPG, you have complete ownership of your business & brand with no NDAs. Want to start your own team? We have helped 15 advisors set up their own DBAs. Joint work opportunities are plentiful for our new advisors, as our agency is home to at least 25 advisors who make over $40k a month. Apply & find out what your business is missing.

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. We are dedicated to helping our 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:

Competitive benefits package (medical and dental, life and disability insurance, and thrift and pension plans)We are a non-captive firmPerformance-based bonus structureInternational Travel OpportunitiesOpportunity to own and operate your own firm (DBA)

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