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Financial Advisor

1 month ago

Gainesville, Georgia, United States The Piedmont Group Full time
About The Piedmont Group

The Piedmont Group is a thriving agency with a track record of growing business for experienced financial advisors. Our non-captive agency attracts professionals seeking a less restrictive firm to grow their revenue, team, and brand.

Job Summary

We are seeking a licensed financial advisor to join our team in Gainesville, GA. As a key member of our team, you will develop personalized financial strategies to meet the unique needs and goals of individual clients.

Responsibilities
  • Develop and implement comprehensive financial plans to meet the needs of clients in Gainesville, GA.
  • Identify and capitalize on opportunities to expand the client base and increase the visibility of services provided by The Piedmont Group in the region.
  • Become fully licensed to provide financial services to clients.
Qualifications
  • Previous experience in mortgage loan processing, military, collegiate student-athletes, real estate, or business ownership is highly valued.
  • U.S. Citizenship or a Green Card is required, and the ability to live in the United States is necessary.
  • Possession of or ability to obtain Life and Health License, SIE, FINRA Series 66 & 7 certifications within 6 months of hire is required.
  • Previous sales experience is strongly preferred.
  • A natural market presence is a plus.