Financial Services Professional

2 weeks 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 skilled Financial Services Professional to join our Gainesville agency location. As a key member of our team, you will develop personalized financial strategies to meet the unique needs and goals of individual clients in Gainesville, GA.

Responsibilities
  • Develop and implement financial strategies to meet client needs and goals.
  • 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 comprehensive financial services.
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 you must live in the United States.
  • Possess or be able to obtain Life and Health License, SIE, FINRA Series 66 & 7 certifications within 6 months of hire.
  • Previous sales experience is strongly preferred.
  • A natural market presence is a plus.


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