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Wealth Management Advisor

The Piedmont Group
Atlanta, GA Full Time
POSTED ON 7/5/2022 CLOSED ON 8/15/2022

What are the responsibilities and job description for the Wealth Management Advisor position at The Piedmont Group?

MassMutual financial firms have been helping clients secure financial security for over 170 years. We are looking to hire individuals to help us continue our success at our Atlanta firm, The Piedmont Group. From experienced advisors looking for a change, college graduates, or career changers, we welcome you to grow your career in finance with TPG. This Wealth Management Advisor role is an opportunity to have support as you continue or begin, your career.

If you have a strong interest in helping others practice financial literacy then this role is designed for you. If you have explored becoming a Financial Advisor, but couldn't find a company whose goals aligned with yours, this opportunity could be for you. We help support advisors, who have an existing client base, and grow their business to its fullest potential.

The ideal candidate will deliver all aspects of financial solutions to their clients. This role is a chance to invest in a career that helps others invest in their future. Join a team of over 100 advisors and experience why TPG has won "Best Place to Work," when you apply today!

WHAT WE OFFER TO OUR ADVISORS:

  • Gain protection with your existing book of clientele and have a book of business that is equitable. TPG doesn't own your book
  • We are a Non-Captive firm. Use our products, or those from other agencies, to better serve clients' needs
  • Utilize our Marketing division to grow your business and targeted clientele
  • The ability of financial planners to acquire their own practice, team, and branding
  • Join a diverse team that includes planners from several financial institutions

You want to go beyond the ordinary, make a real difference, and work in an environment that is inclusive, fun, and supportive. You want to grow - and we want to help Compensation is performance-driven, tied to only the time and effort invested. You’ll also have access to a competitive benefits package, including medical and dental, life and disability insurance, and thrift and pension plans.

Compensation:

$90,000 - $120,000 yearly

Responsibilities:

  • Prepare financial plans and check their accuracy
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Cultivate and grow your book of business

Qualifications:

  • Life and Health License, FINRA Series 7 and 63/66 are required within 6 months of hire. (if not already obtained)
  • You are social and often participate in groups and organizations
  • You have an interest in finance and wealth management
  • You possess emotional intelligence and are well-spoken
  • You have an entrepreneurial and go-getter mindset
  • You're willing to go the extra mile for clients
  • You have presentational and organizational skills
  • You have a BA, BS, or relevant work experience

About Company


The Piedmont Group
is a non captive financial services firm. Through comprehensive financial planning, we help our clients tackle the issues that matter, supporting them through the most important decisions of their lives. We set ourselves apart from other firms by focusing on the individual, building a foundation that can allow our clients to take control of their own financial lives. That same foundation can be found in our company culture. Our financial professionals and staff are always working to create an inclusive environment that represents our core values: growth, family, teamwork, and happiness. We are a young and agile firm that is always looking for new ways to amaze our clients and grow our network of talent. We're lifelong learners that take pride in our commitment to training and education, and we work tirelessly to help our team explore their limitless potential.

Salary.com Estimation for Wealth Management Advisor in Atlanta, GA
$85,710 to $123,134
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