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Experienced Financial Advisor
Experienced Financial AdvisorThe Piedmont Group • Birmingham, AL, United States
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Experienced Financial Advisor

Experienced Financial Advisor

The Piedmont Group • Birmingham, AL, United States
[job_card.variable_days_ago]
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  • [job_card.full_time]
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Description

Build a firm within a firm-offering holistic protection and wealth management solutions.

Choose contract options that align with your practice and deliver an exceptional client experience backed by your own dedicated support team.

Our firm offers an industry-leading Advisor Teaming Program designed to support the creation and growth of high-performing advisor teams.

Whether you want to build a team around your practice or join an established, high-caliber group, we're here to guide you.

We're seeking experienced Financial Advisors who value the strength of our products and brand, appreciate our flexible model, embrace our innovative tools, and recognize how teaming can elevate the client experience.

If you're a growth-oriented forward-thinker, looking to accelerate your practice, we support you through :

  • A comprehensive teaming platform including coaching, systems, processes, and localized support-purpose-built to sustain high-performance teams
  • A distinctive business marketing approach that helps you stand out and deliver greater value to business-owner clients
  • Concierge-level local support with priority in-force service, new business and underwriting, advanced sales resources, and dedicated compliance professionals
  • Access to experienced investment and trust specialists equipped to meet your clients' estate planning and wealth management needs
  • Strategic alliance programs that help you grow through partnerships with financial institutions and professional firms
  • State-of-the-art technology and practice management tools, including lead-generation capabilities
  • A diversified portfolio of in-house investment, insurance, and retirement solutions-where your feedback directly influences product development
  • A single-source hub for insurance solutions through MassMutual Life, with access to 50 carriers

Let's talk about how a firm built for established advisors can help you grow.

  • Access to experienced investment and trust specialists equipped to meet your clients' estate planning and wealth management needs
  • Strategic alliance programs that help you grow through partnerships with financial institutions and professional firms
  • State-of-the-art technology and practice management tools, including lead-generation capabilities
  • A diversified portfolio of in-house investment, insurance, and retirement solutions-where your feedback directly influences product development
  • A single-source hub for insurance solutions through MassMutual Life, with access to 50 carriers

    • Responsibilities

  • Build a firm within a firm-offering holistic protection and wealth management solutions
  • Grow your network and develop referrals
  • Build meaningful, long-term relationships with clients
  • Identify client needs through in-depth conversations and provide tailored financial strategies
  • Continuously expand your expertise through professional development and mentorship opportunities

    • 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
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