Licensed Financial Advisor

The Piedmont GroupDunwoody, GA, US

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Job Description

Licensed Financial Advisor

As a Licensed Financial Advisor , you'll be a trusted partner to individuals and families as they navigate some of life’s most important financial decisions—from saving for college and buying a first home to planning for retirement and building generational wealth. With access to robust training, mentorship, and continuous support, you’ll have the resources to build your own practice and make a meaningful, lasting impact.

What You’ll Receive

A personalized onboarding experience with hands-on mentorship
A collaborative, team-focused environment that encourages shared success
Access to cutting-edge financial tools and a broad suite of industry-leading products
A clear and flexible path for career growth and advancement
Seamless transition support for experienced Financial Advisors

Who You Are

Entrepreneurial and self-motivated

Passionate about helping others achieve financial confidence

Guided by integrity, empathy, and a strong sense of responsibility

Open to learning, coaching, and continuous development

Compensation

Competitive earnings structure, including commissions, performance-based bonuses, and renewal income

Full ownership of your client relationships and practice

Flexibility to design your schedule and create the lifestyle you want

Your Benefits

Comprehensive health coverage : medical, dental, vision, life, and disability

401(k) with employer match and access to a Health Savings Account (HSA)

Licensing support, sponsorship, and ongoing education opportunities

Recognition programs, incentive travel, and professional development

Access to in-house financial planning tools and expert support teams

Compensation : $70,000 - $150,000

Responsibilities :

Deliver personalized financial planning solutions to help clients work toward their short-term and long-term financial goals

Create financial plans and cross-check work to ensure complete accuracy of information

Analyze financial information, develop personalized strategies, and assist clients in achieving their financial goals

Qualifications : Requirements

U.S. citizen or permanent resident

Willing to obtain financial licenses (Life & Health, SIE, Series 6 / 7 & 63 / 65)

About Company

We are a well-established, boutique financial planning and wealth management firm with a focus on delivering tailored financial strategies and an exceptional client experience. Our collaborative and professional environment is designed for growth-minded individuals who are passionate about financial planning and client service.

Why Join The Piedmont Group?

Play a critical role in delivering personalized, high-quality financial planning.

Work in a boutique environment where your work has a direct impact.

Collaborate with experienced advisors and deepen your industry knowledge.

Join a firm that values professionalism, precision, and long-term client relationships.

Enjoy career growth opportunities and support for ongoing professional development.

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Financial Advisor • Dunwoody, GA, US