Entry-Level Financial Advisor
Financial Advisor Growth Opportunity | The Piedmont Group, a MassMutual Firm
When you join The Piedmont Group, you're not building your business aloneyou're backed by a structured roadmap, experienced leadership, and a collaborative team environment designed to help you grow with confidence. We provide industry-leading tools, open architecture, and a strong support model to help you develop, elevate, and accelerate your practice from day one.
As you begin your career and build your business, we offer the guidance and resources needed to build a solid foundation, including:
- A broad portfolio of investment, insurance, and retirement solutions to help you meet a wide range of client needs while learning the industry
- Access to additional insurance solutions through a centralized platform when specialized products are required
- A proven process for working with business owners, helping you confidently add value in client conversations
- Dedicated support teams to assist with new business, underwriting, client service, and compliance
- Collaboration with experienced investment and planning specialists to support more complex client needs as you grow
- Opportunities to expand your network through relationships with financial institutions and professional partners
- Modern technology platforms and tools to streamline your workflow and enhance client service
A Culture Built for Growth
We believe in creating an environment where early-career advisors can thrive:
- Flexibility: Build your career path in a way that aligns with your goals, with guidance along the way
- Clear direction: Follow a structured development path with ongoing mentorship and coaching
- Meaningful impact: Help individuals, families, and businesses work toward financial security and long-term success
- Supportive environment: Be part of a team that values your ideas, contributions, and growth
- Transparency: Benefit from open communication and clear expectations
- Innovation: Leverage tools and technology designed to simplify and enhance your day-to-day work
Compensation & Benefits
- Performance/commission-based compensation with multiple income streams, including commissions and fees
- Long-term income potential through renewal commissions and recurring revenue
- Comprehensive benefits package including medical, dental, and vision coverage
- Retirement plan with company contributions
- Licensing support
If you're motivated to start a career where you can grow professionally while helping others achieve financial confidence, The Piedmont Group offers the training, support, and opportunity to get there.
Responsibilities
- Provide holistic financial planning and ongoing client guidance
- Collaborate with Senior Advisors and specialized teams to deliver comprehensive financial solutions
- Analyze client financial data to create tailored investment, risk management, and retirement strategies
- Expand a client base through networking, marketing initiatives, and firm-supported resources
- Prepare and present clear, accurate financial plans and recommendations
Qualifications
- Authorized to work in the U.S. (no visa sponsorship available)
- Local candidates only
- Obtain required licenses prior to onboarding: Life & Health, SIE, Series 66
- Previous sales experience and/or a bachelor's degree
- Clean Form U4 (no disclosures)
- Strong understanding/interest in financial planning, investment strategies, and risk management
- Strong communication and relationship-building skills
- Business mindset with a desire to grow a client-focused business
- Ability to work independently while collaborating with a team
- Bachelor's degree preferred (recent graduates encouraged to apply)
Compensation $70,000 - $150,000 About The Piedmont Group
Why Financial Advisors Choose The Piedmont Group
We Offer Our Advisors:
- Medical, dental, life, and disability insurance, and pension plans for all eligible employees
- Opportunity to obtain a DBA and grow your team. If you own a DBA or advisory group, we support you by growing your existing career
- Aggressive, performance-driven, and bonus-structured compensation
- Licensure sponsorship/reimbursement
- Your existing and new business is yours
- We are a non-captive agency
- Concierge-level advisor services
- Innovative tools and technology to scale your practice
- 100+ seasoned advisors that can mentor & assist in business growth
At The Piedmont Group, advisors gain a true strategic partner one that respects your experience, supports your vision, and helps you build a stronger, more scalable business.
Independence supported by infrastructure. Growth driven by partnership.