Financial Planning Specialist

4 days ago


Tuscaloosa, Alabama, United States The Piedmont Group Full time

We are seeking a skilled Financial Planner to join our team at The Piedmont Group in Tuscaloosa, AL. As a Financial Planner, you will be responsible for developing and implementing customized financial plans for clients, taking into consideration their unique needs and goals.

Key Responsibilities:
  • Develop and offer financial advice and strategies that align with each client's risk tolerance and financial objectives.
  • Customize financial plans for each client, considering potential life changes and evolving financial needs.

A Bachelor's degree is required for this position. Preferred qualifications include familiarity with the financial industry, financial products, best practices, and tax regulations.



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