The Piedmont Group
Overview
Reimagine What’s Possible for Your Practice At The Piedmont Group, we don’t just support financial advisors—we scale them. Advisors who join TPG experience, on average, 4x growth, fueled by a powerful blend of independence, elite infrastructure, and a culture built to elevate. Ranked #3 in the MassMutual system for first-year advisor production, we let our results speak for themselves. Now, we’re opening the door for experienced, licensed professionals ready to move beyond limitations—into leadership, legacy, and true ownership.
Explore The Piedmont Group | Atlanta . Leaving a captive firm for more
freedom and flexibility A producer seeking in-house horsepower
across planning, marketing, compliance, and recruiting A leader ready to build a team, a brand, and a lasting impact
Responsibilities
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products. Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor. Develop and offer financial advice and strategies that align with each client's risk tolerance and financial objectives. Become knowledgeable of the financial industry, financial products, best practices, and tax regulations.
Qualifications
You must either have U.S. Citizenship or a Green Card and live in the United States to be considered for this role. Bachelor’s Degree is highly preferred. Within 6 months of hire, the following must be obtained: Life and Health License, Series 7, and 66. Sales experience is highly preferred. Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired.
Compensation
$132,000 - $155,000 yearly at planned commission
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Reimagine What’s Possible for Your Practice At The Piedmont Group, we don’t just support financial advisors—we scale them. Advisors who join TPG experience, on average, 4x growth, fueled by a powerful blend of independence, elite infrastructure, and a culture built to elevate. Ranked #3 in the MassMutual system for first-year advisor production, we let our results speak for themselves. Now, we’re opening the door for experienced, licensed professionals ready to move beyond limitations—into leadership, legacy, and true ownership.
Explore The Piedmont Group | Atlanta . Leaving a captive firm for more
freedom and flexibility A producer seeking in-house horsepower
across planning, marketing, compliance, and recruiting A leader ready to build a team, a brand, and a lasting impact
Responsibilities
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products. Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor. Develop and offer financial advice and strategies that align with each client's risk tolerance and financial objectives. Become knowledgeable of the financial industry, financial products, best practices, and tax regulations.
Qualifications
You must either have U.S. Citizenship or a Green Card and live in the United States to be considered for this role. Bachelor’s Degree is highly preferred. Within 6 months of hire, the following must be obtained: Life and Health License, Series 7, and 66. Sales experience is highly preferred. Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired.
Compensation
$132,000 - $155,000 yearly at planned commission
#J-18808-Ljbffr