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Financial Advisor
2 months ago
Explore why local, experienced advisors have joined The Piedmont Group to elevate their practice. Are you next? Our Tuscaloosa office, as well as our other 4 southeast locations, rank #5 at MassMutual for 1st year agent revenue. The Piedmont Group is a non-captiveagency provided holistic financial solutions, so naturally advisors get
compensated on investments,
fee-based planning, &
insurance. Experienced financial advisors & new agents, are welcome to meet our thriving team. Our financial advisors are backed by a support staff that helps you build, grow, and flourish as a business owner. We believe in facilitating a competitive team environment, mentored by experienced financial professionals, who have proven success in proliferating new business. The time is now. Don't lose another year being stagnant. Apply today.
Responsibilities
- Customize financial plans for each client, taking into consideration potential life changes and evolving financial needs.
- Build strong relationships with new clients, acting as their trusted advisor and actively seeking out potential prospects.
- Develop and offer financial advice and strategies that align with each client's risk tolerance and financial objectives.
Qualifications
- A Bachelor's degree is required for this Financial Advisor position in Tuscaloosa, AL, US.
- The selected candidate must achieve a Life & Health Insurance license, Series 7, and Series 66 within 6 months of being hired.
- Preferred qualifications include familiarity with the financial industry, financial products, best practices, and tax regulations.
- Understanding of the financial industry, financial products, best practices, and tax regulations is beneficial.
- Applicants must possess either U.S. Citizenship or a Green Card and reside in the United States.
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