Experienced Financial Advisor

The Piedmont Group • Dunwoody, GA

22h

About The Position

You don’t have to build your practice alone. As client needs grow more complex, delivering a comprehensive range of services requires broader expertise, credentials, and support. Our industry-leading program is designed to help experienced Financial Advisors expand their impact, enhance client service, and accelerate practice growth. We provide the structure and support to help you succeed. What We Offer Comprehensive Teaming Platform Local coaching, systems, and operational support Proven processes designed to sustain high-performance advisor teams Advanced Business Development Support Differentiated marketing strategies to elevate business-owner conversations Strategic alliance programs with financial institutions and professional firms Concierge-Level Advisor Support Priority in-force service and underwriting Advanced sales resources Dedicated compliance support Specialized Expertise Access to seasoned investment and trust specialists Estate planning and wealth management collaboration Innovative Tools & Solutions State-of-the-art technology platforms Diversified portfolio of investment, insurance, and retirement products Comprehensive insurance solutions hub Why Join Us We are committed to supporting established advisors through: Expanded Influence – Grow your impact across families, businesses, and communities True Partnership – Your voice is valued and heard Clear Path to Growth – Structured guidance to help realize your vision Transparency – Honest, straightforward partnership Innovation – Continued investment in tools and technology Flexibility – Build your business your way If you’re an accomplished, forward-thinking Financial Advisor ready to elevate your practice, we invite you to connect with us today. Let’s build the next stage of your success—together.

Requirements

• Authorized to work in the United States.
• No need for visa sponsorship.
• Must be a local candidate.
• Obtain licensure prior to start: Life & Health, SIE, and 66.
• Prior sales experience
• Bachelor's degree

Responsibilities

• Provide personalized financial planning solutions to support clients in achieving both their short-term and long-term goals.
• Develop comprehensive financial plans and thoroughly review all work to ensure accuracy and completeness.
• Assess clients’ financial information, create tailored strategies, and guide them toward successfully reaching their financial objectives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level