Experienced Financial Advisor

Overview

Grow your financial advisory practice with the right support. You don’t have to build your practice alone. As client needs become more complex, delivering truly comprehensive financial guidance requires deeper expertise, stronger infrastructure, and the strategic backing you need. Our industry leading platform is designed to help experienced financial advisors expand their impact, elevate client service, and accelerate the growth of your practice. We provide the structure, resources, and partnership you need to succeed.

Platform and Support

• Teaming and Practice Development Platform
• Advanced Business Development
• Concierge-Level Advisor Support
• Specialized Expertise
• Innovative Tools and Solutions

Why Join Us

• Expanded Influence — Grow your impact with families, businesses, and communities
• True Partnership — Your voice is valued and supported
• Clear Path to Growth — Structured guidance to help you achieve your long-term vision
• Transparency — Straightforward, honest collaboration
• Innovation — Continued investment in tools and technology
• Flexibility — Build your practice in a way that aligns with your goals

Compensation

$70,000 - $150,000 yearly

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.

Qualifications

• Authorized to work in the United States.
• No visa sponsorship required.
• Must be a local candidate.
• Obtain licensure prior to start: Life & Health, SIE, and 66.
• Prior sales experience and/or bachelor's degree.

Location

Dunwoody, GA 30338

About the Company

At The Piedmont Group, advisors gain a true strategic partner who respects your experience, supports your vision, and helps you build a stronger, more scalable business. Independence is supported by infrastructure, and growth is driven by partnership. If you are ready to elevate your practice while maintaining control of your business, we would welcome the opportunity to start the conversation.