Experienced Financial Advisors & Entrepreneurs in Wealth Management

Experienced Financial Advisors & Entrepreneurs in Wealth Management Experienced Financial Advisors & Entrepreneurs in Wealth Management

1 day ago Be among the first 25 applicants

Direct message the job poster from The Piedmont Group

Recruiter at The Piedmont Group
-Mass Mutual Perimeter

Elevate Your Practice with The Piedmont Group

For Experienced Financial Advisors & Entrepreneurs in Wealth Management

If you're a seasoned financial advisor or independent entrepreneur ready to grow your practice without sacrificing independence, The Piedmont Group is built for you.

Our flexible, non-captive model gives you full control of your business—with the support, tools, and infrastructure to scale efficiently and serve your clients better.

Why Top Advisors Choose The Piedmont Group

Unmatched Growth Support

• Investment, insurance, and retirement solutions
• Insurance Marketplace Access
• Offer broader solutions through a curated platform beyond our proprietary products.
• Business Markets Strategy
• Stand out in the business owner market with a proven, value-driven process.
• Dedicated Concierge Support
• Access expert teams for advanced sales, underwriting, compliance, and service.
• Wealth Management Expertise
• Collaborate with trust and estate planning professionals to meet complex client needs.
• Leverage advanced tools and platforms to streamline operations and enhance the client experience.

A Culture Built on Partnership

• Autonomy with Support
• Build your business your way—we honor your experience and leadership.
• Clear Growth Path
• Receive strategic guidance and mentorship to reach your long-term goals.
• Make an Impact
• Expand your influence across generations, businesses, and communities.
• Your voice is heard, and your vision matters.
• Transparency & Integrity
• Open, honest communication is the foundation of our partnership.
• Commitment to Innovation
• Continuous investment in technology and tools designed for modern advisors.

Qualifications

• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• LAH, FINRA Series 7 and 66, are required within 6 months of hire
• Preferred but not required, a Bachelor's degree in finance or a related field

Seniority level

• Seniority level
  
  Mid-Senior level

Employment type

• Employment type
  
  Full-time

Job function

• Job function
  
  Sales and Finance

Referrals increase your chances of interviewing at The Piedmont Group by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

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