Wealth Management Advisor

3 weeks ago

Birmingham, United States The Piedmont Group Full time
Description

Join our team at The Piedmont Group in Birmingham, AL, US as we search for a Licensed Wealth Management Financial Advisor. We are a highly regarded financial services firm committed to delivering tailored solutions and exceptional value to our clients. This role offers you the chance to play a key role in enhancing the financial well-being of individuals and families within our community. With industry-competitive yearly commissions, your expertise and commitment will be duly recognized. As an advisor with The Piedmont Group, you will offer comprehensive financial planning services, foster enduring client connections, and assist clients in reaching their financial objectives. Work-life balance, career longevity, and new compensation heights are a few by-products of hard work, in this role. Are you ready to elevate your career?

Responsibilities

•Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
•Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish

Qualifications

•You must either have U.S. Citizenship or a Green Card & live in the United States
•Previous sales or industry experience is preferred
•Life and Health License, SIE, & 7 required by 6 months of hire
•If you have the following experience, you may be a great fit: military background, student-athlete, academically competitive scholar, experience in related roles, or if you have conquered & outgrown your current role
•High school diploma mandatory; four-year undergraduate degree strongly preferred
•Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations

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