Licensed Financial Advisor
Company: The Piedmont Group
Location: Smyrna
Posted on: May 20, 2025
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Job Description:
Reimagine What's Possible for Your Practice.
At The Piedmont Group, we don't just support advisors-we scale
them. Advisors who transition to TPG experience, on average,
experience 4x practice growth, backed by an elite infrastructure
and an independent model that puts you in full control of your
business. We're proud to be ranked #3 in the MassMutual system for
first-year advisor production-because our results speak for
themselves.
Now, we're inviting licensed, experienced financial professionals
to explore what it means to build a legacy, not just a book. Why
Choose TPG? If you are an advisor leaving a captive firm, seeking
true ownership & flexibility, let's connect. If you are a producer
who wants to scale faster with robust in-house teams (planning,
marketing, recruiting, and compliance), we have you covered.
Professionals ready to evolve beyond transactional sales and into
comprehensive financial planning, & Leaders looking to build teams,
brands, & enduring impact -now call TPG home. Join a firm where
integrity meets innovation, and where your ambition is matched by
resources & explore The Piedmont Group Atlanta-Dunwoody.
Responsibilities:
--- Aid clients in implementing financial recommendations such as
savings plans, life insurance, mutual funds, and other financial
products.
--- Identify, seek, and establish prospects continuously and create
strong relationships with new clients as their trusted advisor.
--- Develop and offer financial advice and strategies that align
with each client's risk tolerance and financial objectives.
--- It's desired that you become knowledgeable of the financial
industry, financial products, best practices, and tax
regulations.
Qualifications:
--- You must either have U.S. Citizenship or a Green Card and live
in the United States to be considered for this role.
--- Bachelor's Degree is highly preferred.
--- Within 6 months of hire, the following must be obtained: Life
and Health License, Series 7, and 66.
--- Sales experience is highly preferred.
--- Success as a financial planner, personal financial advisor,
financial analyst, or financial consultant is desired.
About Company:
We're a fast-growing, family-owned financial services firm and a
non-captive general agency of MassMutual, with 19 locations across
GA, AL, and VA. As the 7th largest MassMutual agency nationwide,
we're proud to rank 3rd in first-year agent production and 4th in
contracted planning fees ($4M). With 200+ financial professionals,
we're committed to helping you thrive-personally and
professionally-through holistic planning and a culture rooted in
growth, family, teamwork, and happiness.
What We Offer:
Full ownership of your practice - no NDAsNon-captive model with the
freedom to growAbility to build your own firm (DBA)Competitive
benefits: health, life, disability, 401(k),
pensionPerformance-based bonusesInternational travel
opportunities50+ in-house experts in marketing, media, compliance,
planning, and recruiting
Keywords: The Piedmont Group, Redan , Licensed Financial Advisor, Accounting, Auditing , Smyrna, Georgia
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here to apply!
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