Financial Services Professional
2 weeks ago
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 SummaryWe 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.
- 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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