Financial Consultant
Company: The Piedmont Group
Location: Birmingham
Posted on: May 27, 2023
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Job Description:
We are seeking an eager, strategic, and definitive financial
advisor to fill an entry-level hybrid position that offers room for
growth and a promising job outlook. Our ideal candidate will be
driven by the need to help clients identify and achieve their
financial goals through a variety of planning services. Join our
Birmingham team to begin honing your skills related to risk
management, estate planning, debt and investment management, real
estate, retirement planning, mutual funds, & investment options. If
you're dedicated to delivering excellent client service and this
sounds like a good fit, start the application process today! It's
time to take your practice to the next level.
Responsibilities:
Make strategic product, plan, and investment recommendations and
financial advice to help clients reach their monetary goals
Consider clients' life stage, professional circumstances, and
changing financial needs when developing tailored financial plans
to suit their needs
Seek, identify, and secure strong relationships with new clients by
serving as their trusted financial advisor
Qualifications:
--- Bachelor's Degree is strongly preferred
--- Up-to-date FINRA Series 7, 63/66, & Life and Health licensure
are a bonus
--- Relevant industry knowledge or previous experience is strongly
preferred
--- Sales Experience
About Company:
The Piedmont Group is a young and agile financial services firm and
a general agency of MassMutual. We are dedicated to help our
financial professionals exceed their potential & enjoy a fulfilling
career, while providing comprehensive financial planning. TPG
facilitates an inclusive environment that represents our core
values: growth, family, teamwork, and happiness.
We Offer Our Advisors:
Competitive benefits package (medical and dental, life and
disability insurance, and thrift and pension plans)We are a
non-captive firmPerformance-based bonus structureInternational
Travel OpportunitiesOpportunity to own and operate your own firm
(DBA)
Keywords: The Piedmont Group, Birmingham , Financial Consultant, Accounting, Auditing , Birmingham, Alabama
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here to apply!
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