Financial Consultant

Company: The Piedmont Group
Location: Birmingham
Posted on: May 27, 2023

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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