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Wealth Management Financial Advisor

2 months ago

Atlanta, Georgia, United States The Piedmont Group Full time
{"Responsibilities": "
\t\u2022 Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products.

\t\u2022 Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor.

\t\u2022 Develop and offer financial advice and strategies that align with each client\u2019s risk tolerance and financial objectives.

\t\u2022 It\u2019s desired that you become knowledgeable of the financial industry, financial products, best practices, and tax regulations.

", "Qualifications": "
\t\u2022 You must either have U.S. Citizenship or a Green Card and live in the United States to be considered for this role.

\t\u2022 Bachelor\u2019s Degree highly preferred.

\t\u2022 Within 6 months of hire, the following must be obtained: Life and Health License, Series 7, and 66.

\t\u2022 Sales experience is highly preferred.

\t\u2022 Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired.

", "About The Piedmont Group": "
\tThe Piedmont Group is 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.

\tAt The Piedmont Group, we are driven by results and known for attracting top-performing financial advisors and helping them advance their practice. Nationally recognized agency for jumpstarting first-year advisors.

\tTake the opportunity to discover The Piedmont Group and unlock your full potential.

", "What We Offer": "
\t\u2022 Seize control of your practice and become proficient in all aspects of comprehensive financial planning with TPG.

\t\u2022 Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products.

\t\u2022 Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor.

\t\u2022 Develop and offer financial advice and strategies that align with each client\u2019s risk tolerance and financial objectives.

\t\u2022 It\u2019s desired that you become knowledgeable of the financial industry, financial products, best practices, and tax regulations.

"}