Financial Advisor

The Piedmont Group, headquartered in Atlanta, Georgia, is dedicated to helping individuals, families, and businesses achieve their financial goals through personalized financial solutions. With years of experience, our team creates strategic plans tailored to meet each client’s unique needs and provides ongoing support to ensure long‑term success. Trusted by thousands across the Southeast, The Piedmont Group’s network of financial professionals delivers comprehensive services that include financial planning, retirement planning, and investments.

We are affiliated with Massachusetts Mutual Life Insurance Company (Mass Mutual) through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

We are seeking a full-time Financial Advisor for an on-site role located in Montgomery, AL. As a Financial Advisor, your day-to-day responsibilities will include building and maintaining client relationships, assessing financial needs, and designing tailored strategies to meet goals such as retirement planning, investments, and risk management. You will guide clients toward financial success by offering sound advice, educating them on financial options, and monitoring their progress to help them achieve their long‑term objectives.

• Proficiency in Financial Planning and Retirement Planning
• Solid understanding of Finance and Investments
• Ability to provide Financial Advisory services and recommendations
• Strong communication, relationship-building, and analytical skills
• Proven ability to identify client needs and develop appropriate financial solutions
• A Bachelor’s degree in Finance, Economics, Business, or a related field is preferred
• Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are advantageous
• A commitment to professional development and staying informed about financial trends