The Piedmont Group
Experienced Financial Services Advisor Opportunity - Atlanta based applicants only.
Unlock Your Potential. Build a Career with Purpose.
At
The Piedmont Group , we help driven professionals transform ambition into impact. As an experienced
Financial Services Advisor , youll gain the training, mentorship, and cutting-edge tools to guide individuals and families in achieving long-term financial security and success.
What We Offer Smooth transitions from start to finish- we have tools to ensure your business is in a great position for years to come. Broad product shelf Cutting Edge Technology
Were committed to your professional growth and success through:
Advisor Pro Training Program
a comprehensive learning platform to build your knowledge and confidence One-on-One Coaching
direct mentorship from top-performing financial professionals Tailored Marketing Support
strengthen your personal brand and attract your ideal clients Diverse Product Portfolio
provide customized, holistic financial solutions Innovative Tools & Technology
optimize your practice and elevate your client experience
What Youll Do Proactively
grow and manage your client network
through strategic outreach and relationship building Engage in
hands-on training
to master financial planning and advisory best practices Evaluate client needs
and deliver tailored financial strategies Build lasting relationships
founded on trust, integrity, and results Pursue
continuous learning
and collaborate with a supportive, high-performing team
Requirements:
Authorized to work in the United States No need for Visa sponsorship Must be a local candidate Willingness to obtain licensure prior to onboarding: Life & Health, SIE, and 66 Prior sales experience and/or bachelor's degree Clean Form U4 (no disclosures)
Strongly preferred: Strong understanding of financial planning, investment strategies, and risk management Prior financial advisor experience
Unlock Your Potential. Build a Career with Purpose.
At
The Piedmont Group , we help driven professionals transform ambition into impact. As an experienced
Financial Services Advisor , youll gain the training, mentorship, and cutting-edge tools to guide individuals and families in achieving long-term financial security and success.
What We Offer Smooth transitions from start to finish- we have tools to ensure your business is in a great position for years to come. Broad product shelf Cutting Edge Technology
Were committed to your professional growth and success through:
Advisor Pro Training Program
a comprehensive learning platform to build your knowledge and confidence One-on-One Coaching
direct mentorship from top-performing financial professionals Tailored Marketing Support
strengthen your personal brand and attract your ideal clients Diverse Product Portfolio
provide customized, holistic financial solutions Innovative Tools & Technology
optimize your practice and elevate your client experience
What Youll Do Proactively
grow and manage your client network
through strategic outreach and relationship building Engage in
hands-on training
to master financial planning and advisory best practices Evaluate client needs
and deliver tailored financial strategies Build lasting relationships
founded on trust, integrity, and results Pursue
continuous learning
and collaborate with a supportive, high-performing team
Requirements:
Authorized to work in the United States No need for Visa sponsorship Must be a local candidate Willingness to obtain licensure prior to onboarding: Life & Health, SIE, and 66 Prior sales experience and/or bachelor's degree Clean Form U4 (no disclosures)
Strongly preferred: Strong understanding of financial planning, investment strategies, and risk management Prior financial advisor experience