Experienced Financial Advisor

The Piedmont Group offers an Experienced Financial Advisor a structured platform, robust resources, and a true partnership to help grow a client-focused advisory practice. This onsite role in Dunwoody, GA blends thoughtful financial planning with a collaborative environment designed to scale an independent advisory effort.

Location

Dunwoody, GA (onsite)

Compensation

Salary: USD 70,000 - 150,000 per year

Responsibilities

• Deliver tailored financial planning solutions to help clients achieve their short-term and long-term goals.
• Create comprehensive financial plans and perform thorough reviews to ensure accuracy and completeness.
• Analyze clients' financial information, design customized strategies, and guide them toward reaching their financial objectives.

Requirements

• Authorized to work in the United States.
• No visa sponsorship is required.
• Candidates must reside locally.
• Licensure required before start: Life & Health, SIE, and 66.
• Bachelor's degree and/or prior sales experience.

Benefits

• Expanded Influence
• True Partnership
• Clear Path to Growth
• Transparency
• Innovation
• Flexibility