Licensed Financial Advisor
The Piedmont Group
Dunwoody, GA
Experienced Financial Advisor
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.
Compensation:$70,000 - $150,000
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.
- 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 and/or bachelor's degree.
We are a well-established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies and an exceptional client experience. Our professional, growth-oriented environment is ideal for individuals passionate about financial planning, relationship building, and long-term client success.
Why Join Us?
- Play a key role in delivering tailored, high-quality financial planning
- Make a direct impact in a boutique, client-centered environment
- Collaborate with experienced advisors and expand your industry expertise
- Thrive in a firm that values professionalism, precision, and lasting client relationships
- Access ongoing professional development and meaningful career advancement opportunities