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Licensed Financial Advisor
Licensed Financial AdvisorThe Piedmont Group • Dunwoody, GA, US
Licensed Financial Advisor

Licensed Financial Advisor

The Piedmont Group • Dunwoody, GA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Licensed Financial Advisor

As a Licensed Financial Advisor, you will act as a trusted guide for individuals and families as they navigate life’s most significant financial decisions. From saving for education and purchasing a first home to planning for retirement and building lasting generational wealth, you’ll help clients achieve clarity, confidence, and long-term security. Backed by comprehensive training, personalized mentorship, and ongoing support, you’ll be empowered to build a thriving practice while making a meaningful impact in the lives of those you serve.

What We Provide

  • Seamless transition support for experienced Financial Advisors
  • A tailored onboarding experience with dedicated, hands-on mentorship
  • A collaborative, team-driven culture committed to shared success
  • Access to advanced financial planning tools and a wide range of industry-leading products
  • A clear and flexible career path with transparent advancement opportunities

Who You Are

  • Enterprising, motivated, and self-directed
  • Passionate about helping others achieve financial clarity and confidence
  • Guided by integrity, empathy, and a strong sense of responsibility
  • Committed to continuous learning, growth, and professional development

    • Compensation

  • A competitive compensation structure including commissions, performance bonuses, and renewal income
  • Full ownership of client relationships and your book of business
  • The flexibility to design your schedule and build the lifestyle you want

    • Benefits

  • Comprehensive health benefits, including medical, dental, vision, life, and disability coverage
  • 401(k) with employer match and access to a Health Savings Account (HSA)
  • Licensing support, sponsorship, and ongoing professional education
  • Recognition programs, incentive travel, and robust career development opportunities
  • Access to in-house financial planning resources and specialized advisory teams

    • Compensation : $70,000 - $150,000

    Responsibilities :

  • Provide personalized financial planning solutions to support clients in achieving both their short-term and long-term goals.
  • Develop comprehensive financial plans and thoroughly review all work to ensure accuracy and completeness.
  • Assess clients’ financial information, create tailored strategies, and guide them toward successfully reaching their financial objectives.

    • Qualifications :

  • Authorized to work in the United States.
  • No need for visa sponsorship.
  • Must be a local candidate.
  • Licensure to Start :  Life & Health, SIE, and 66.
  • Prior sales experience and / or bachelor's degree.

    • About Company

    We are a well-established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies and an exceptional client experience. Our professional, growth-oriented environment is ideal for individuals passionate about financial planning, relationship building, and long-term client success.

    Why Join Us?

  • Play a key role in delivering tailored, high-quality financial planning
  • Make a direct impact in a boutique, client-centered environment
  • Collaborate with experienced advisors and expand your industry expertise
  • Thrive in a firm that values professionalism, precision, and lasting client relationships
  • Access ongoing professional development and meaningful career advancement opportunities
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