Senior Financial Strategist

4 weeks ago


Gainesville, Florida, United States The Piedmont Group Full time

Are you a seasoned financial professional looking to take your career to the next level?

The Piedmont Group is seeking a highly skilled and motivated individual to join our team as a Senior Financial Strategist in Gainesville, GA.

Key Responsibilities:

  • Develop and implement personalized financial strategies for 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 comprehensive financial services.

Requirements:

  • Previous experience in mortgage loan processing, military, collegiate student-athletes, real estate, or business ownership.
  • U.S. Citizenship or a Green Card, and residency in the United States.
  • Life and Health License, SIE, FINRA Series 66 & 7 certifications within 6 months of hire.
  • Strong sales experience and a natural market presence.


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