Senior Financial Advisor

2 days ago


Virginia Beach, Virginia, United States The Piedmont Group Full time
Job Opportunity

We are seeking a licensed financial advisor to join our team at The Piedmont Group. As a local financial services firm, we offer a unique opportunity for a licensed financial advisor to work with a $28 million book of clients and gain mentorship from top advisors.

This role has full benefits, including medical, dental, 401k, Profit sharing, and a Cash Balance Pension Plan. You will be paid a salary plus 10% commission on any new business generated from these household accounts.

Responsibilities:
  • Assist an experienced financial advisor in tending to accounts that aren't being contacted
  • Tend to these accounts and proliferate new business from 1311 households
Qualifications:
  • You must have a market and some success closing new business
  • Must have at least 1-4 years of experience in the wealth management industry
  • This is an in-office position and you must live in the Virginia Beach area/or be in the process of relocating to VA Beach
About Company

The Piedmont Group is a young and agile financial services firm and a general agency of MassMutual. We are dedicated to helping our financial professionals exceed their potential & enjoy a fulfilling career, while providing comprehensive financial planning.

We Offer Our Advisors:

  • Competitive benefits package (medical and dental, life and disability insurance, and thrift and pension plans)
  • We are a non-captive firm
  • Performance-based bonus structure
  • International Travel Opportunities
  • Opportunity to own and operate your own firm (DBA)


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