Job Board

The Piedmont Group
Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!

Responsibilities
Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Create customized financial plans suitable for each client based on potential life changes and changing financial needs

Qualifications
Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
Requires a Bachelor’s degree in finance, business administration, or related field
Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
We are open to hiring a financial advisor who is currently beginning their career, and is looking to switch firms.

Compensation
$103,500 - $131,500 yearly

About The Piedmont Group
The Piedmont Group is a financial services firm and a general agency of Massachusetts Mutual Life Insurance Company (MassMutual). 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.