Licensed Financial Advisor jobs in United States
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The Piedmont Group · 1 day ago

Licensed Financial Advisor

positionDunwoody, GA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$70K/yr - $150K/yr

The Piedmont Group is seeking a Licensed Financial Advisor to guide individuals and families through important financial milestones. The role involves providing comprehensive financial planning and support to clients while growing a personal practice with the help of mentorship and advanced technology.

Financial Services
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Growth Opportunities

Responsibilities

Guide individuals and families through important financial milestones—from education planning and homeownership to retirement and long-term wealth building
Grow a thriving practice while making a lasting difference in clients’ lives

Qualification

Financial planningClient relationship managementEthicsIntegrityContinuous learningSelf-driven

Required

Business-minded, self-driven professionals
A client-first mindset grounded in strong ethics and integrity
A commitment to continuous learning and professional growth

Benefits

Comprehensive benefits, including health, dental, vision, life, and disability insurance
401(k) with employer match, plus licensing and education support

Company

The Piedmont Group

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At The Piedmont Group, we help you achieve your financial goals.
dateFounded in 2012
location
Atlanta, Georgia, USA
people-size51-200 employees
web-link
https://www.thepiedmontgroups.com

Funding

Current Stage
Growth Stage

Leadership Team

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Bill McQuaid,CLU,ChFC
President & CEO
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Marisa French
Chief Financial Officer
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Company data provided by crunchbase