Financial Services Professional

3 days ago


Gainesville, Florida, United States The Piedmont Group Full time
Job Opportunity

We are seeking a highly motivated and experienced Financial Services Professional to join our team at The Piedmont Group. As a licensed financial advisor, you will have the opportunity to work with a diverse range of clients, providing personalized financial strategies and solutions to meet their unique needs and goals.

Key Responsibilities
  • Develop and implement comprehensive financial plans for individual clients, taking into account their financial goals, risk tolerance, and time horizon.
  • Identify and capitalize on opportunities to expand the client base and increase the visibility of our services in the region.
  • Collaborate with our in-house Planning Department to leverage resources and expertise, ensuring the highest level of service for our clients.
Requirements
  • Must have a strong background in finance and a proven track record of success in a similar role.
  • Hold or be able to obtain Life and Health License, SIE, FINRA Series 66 & 7 certifications within 6 months of hire.
  • Prior sales experience is highly preferred, with a natural ability to build strong relationships with clients and colleagues.
  • Must be a U.S. citizen or have a Green Card, and reside in the United States.
What We Offer
  • A competitive benefits package, including medical and dental insurance, life and disability insurance, and thrift and pension plans.
  • A performance-based bonus structure, providing opportunities for growth and advancement.
  • International travel opportunities, allowing you to expand your professional network and gain new experiences.
  • The chance to own and operate your own firm (DBA), providing autonomy and flexibility in your career.


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