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Financial Advisor

4 months ago

Tuscaloosa, United States The Piedmont Group Full time
Description

Are you a skilled financial advisor ready to elevate your career? Join The Piedmont Group and truly make a difference. Whether you're a recent college graduate or a new financial advisor, you are welcome at The Piedmont Group. Our impressive track record speaks volumes. Find your motivation for change by applying to our Tuscaloosa office. The Piedmont Group is a non-captive agency that focuses on comprehensive financial planning. Our advisors have complete ownership of their practice. Embrace the perks of achieving new financial milestones while maintaining a harmonious work-life balance in this position. Our competitive environment and growth opportunities will empower you to excel in wealth management. The moment is here. Are you ready to seize this chance?

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.