Senior Financial Strategist
4 weeks ago
Are you a seasoned financial professional seeking a new challenge? The Piedmont Group, a dynamic financial services firm, is looking for a talented individual to join our team as a Licensed Financial Advisor. This role offers a unique opportunity to grow your practice and contribute to the success of our agency.
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 our services in the region.
- Become fully licensed to provide comprehensive financial planning services.
Requirements:
- U.S. Citizenship or a Green Card, and residency 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.
About The Piedmont Group
We are a young and agile financial services firm and a general agency of MassMutual. Our mission is to help our financial professionals exceed their potential and enjoy a fulfilling career, while providing comprehensive financial planning. We offer a competitive benefits package, a performance-based bonus structure, international travel opportunities, and the chance to own and operate your own firm (DBA).
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Senior Financial Strategist
4 weeks ago
Gainesville, Florida, United States The Piedmont Group Full timeAre 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...
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