Comprehensive Financial Advisor

Overview

As a Comprehensive Financial Advisor at The Piedmont Group*, you will be responsible for providing comprehensive financial planning and guidance to clients with the support, training and mentorship from Senior Financial Professionals and our internal staff and resources. MUST LIVE in Dunwoody area for this in-office opportunity. Join our team of independent financial professionals dedicated to helping people achieve their financial aspirations.

The ideal candidate will deliver personalized financial planning solutions to help clients work toward their short term and long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Your role will involve analyzing financial information, developing personalized strategies, and assisting clients in achieving their financial goals.

• Provide financial planning support to clients
• Support investment and risk professionals to cultivate client relationships
• Prepare financial plans and deliver
• Build a clientele with our internal resources and support of Sr. Advisors/Marketing/Networking

• Bachelor s degree or greater
• Our Advisors earn life licensing to start and securities, within the first 6 months

• Compensation:
  From $600 to $150,000 per year
• W2/1099 - multi-revenue stream with employee benefits (Performance based/ownership)
• In-office opportunity in Dunwoody, GA

The Piedmont Group is a sales office of Mass Mutual Life Insurance, LLC.