Financial Planning Specialist

1 month ago


Tuscaloosa, Alabama, United States The Piedmont Group Full time
Financial Planning Specialist

The Piedmont Group is seeking a skilled Financial Planning Specialist to join our team in Tuscaloosa. As a Financial Planning Specialist, you will work closely with clients to understand their financial goals and develop personalized plans to achieve them.

Key Responsibilities:
  • Customize financial plans for each client, taking into account 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 position.
  • 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.


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