Financial Advisor

Estate & Legacy Planning

Experienced Advisors & Career Changers Welcome

Build Your Future with Independence, Support, and Unlimited Growth

Local Candidates Only

At The Piedmont Group, we believe exceptional financial advisors deserve more than a place to work—they deserve a true business partner. Whether you're an experienced advisor seeking greater independence or a motivated professional ready to launch a career in wealth management, we provide the mentorship, resources, and support to help you build a successful, long‑term practice.

As financial planning continues to evolve, advisors need access to sophisticated planning strategies, innovative technology, and a collaborative team. The Piedmont Group delivers all three—allowing advisors to focus on what matters most helping clients achieve financial confidence while growing a business they own.

The Piedmont Group is a full‑service financial planning and wealth management firm serving individuals, families, and business owners through comprehensive financial strategies, including:

• Wealth Management
• Retirement Planning
• Investment Strategies
• Insurance Solutions
• Estate & Legacy Planning
• Business Planning

As a Mass Mutual General Agency affiliated with one of the nation's Top 7 Independent Broker‑Dealers, we combine the financial strength and stability of an industry leader with the flexibility and independence today's advisors value.

We're seeking ambitious professionals who are ready to build a rewarding career in financial services—or experienced advisors looking for a stronger platform to expand an existing practice.

• Develop personalized financial strategies aligned with clients' long‑term goals
• Build lasting relationships with individuals, families, and business owners
• Deliver comprehensive wealth management, retirement, investment, and insurance solutions
• Grow and manage your own client base while maintaining ownership of your book of business
• Collaborate with experienced advisors and advanced planning specialists
• Utilize industry‑leading technology, marketing resources, and operational support

Whether you're building a practice from the ground up or transitioning an established business, you'll have the tools, mentorship, and infrastructure needed to succeed.

We welcome professionals from a variety of backgrounds who share a passion for helping others and building meaningful relationships.

• Financial Services
• Sales & Business Development
• Business Ownership
• Leadership & Management
• Military Service
• Real Estate
• Collegiate Athletics
• Competitive Academic or Professional Environments

• Forward‑thinking and self‑motivated
• Relationship‑driven
• Coachable and growth‑oriented
• Strong communicator
• Committed to personal and professional development

• Independent, non‑captive business model
• Ownership of client relationships and practice
• Comprehensive onboarding and mentorship
• Ongoing coaching and professional development
• Collaborative culture with experienced advisor support
• Access to advanced planning specialists
• Industry‑leading technology and practice management tools
• Flexible career path with significant long‑term earning potential
• Backing of a respected national financial institution, with the freedom to build your own career

Performance‑based, commission‑driven compensation with substantial income potential. Expected earnings: $70,000 – $160,000+ annually.

• Educate & lead clients with comprehensive financial planning & fee‑based planning
• Serve as a licensed advisor and acquire new business
• Whether you are new to this industry or looking to change institutions, we will help you achieve your personal & business goals

• Authorized to work in the United States
• No need for visa sponsorship
• Must be a local candidate
• Obtain licensure prior to start Life & Health, SIE, and 66
• Prior sales experience and/or bachelor's degree are a plus

• Medical, Dental, Life, and disability insurance, and pension plans for all eligible employees
• Opportunity to obtain a DBA and grow your team. If you own a DBA or advisory group, we support you by growing your existing career
• Aggressive, performance‑driven, and bonus‑structured compensation
• Licensure sponsorship/reimbursement
• Your existing and new business is yours
• We are a non‑captive agency
• Concierge‑level advisor services
• Innovative tools and technology to scale your practice
• 100+ seasoned advisors that can mentor & assist in business growth

At The Piedmont Group, advisors gain a true strategic partner—one that respects your experience, supports your vision, and helps you build a stronger, more scalable business.

Independence supported by infrastructure. Growth driven by partnership.