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Wealth Management Financial Advisor

2 months ago

Atlanta, United States The Piedmont Group Full time
Description

The sky is the limit at the 8th largest MassMutual firm in the country, and not because our Atlanta office offers stunning views of the city from the top floor of the Crowne Point high rise, it's because The Piedmont Group is driven by results. We are known for attracting top-performing financial advisors and helping them advance their practice. Nationally recognized agency for jumpstarting first-year advisors. Take the opportunity to discover The Piedmont Group and unlock your full potential. - What is holding you back?

TPG operates as a non-captive agency with over 10 locations and a commitment to rapid expansion. We are looking to recruit a wealth management financial advisor to join our dynamic team. Our team includes independent agents with their own DBA, experienced advisors from other firms, advisors developing teams, and new agents. Seize control of your practice and become proficient in all aspects of comprehensive financial planning with TPG.

Responsibilities

•Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products.
•Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor.
•Develop and offer financial advice and strategies that align with each client's risk tolerance and financial objectives.
•It's desired that you become knowledgeable of the financial industry, financial products, best practices, and tax regulations.

Qualifications

•You must either have U.S. Citizenship or a Green Card and live in the United States to be considered for this role.
•Bachelor's Degree highly preferred.
•Within 6 months of hire, the following must be obtained: Life and Health License, Series 7, and 66.
•Sales experience is highly preferred.
•Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired.