Financial Advisor

Company: The Piedmont Group
Location: Bessemer
Posted on: September 1, 2024

Job Description:

Join our team at The Piedmont Group in Birmingham, AL, US as we search for a Licensed Wealth Management Financial Advisor. We are a highly regarded financial services firm committed to delivering tailored solutions and exceptional value to our clients. This role offers you the chance to play a key role in enhancing the financial well-being of individuals and families within our community. With industry-competitive yearly commissions, your expertise and commitment will be duly recognized. As an advisor with The Piedmont Group, you will offer comprehensive financial planning services, foster enduring client connections, and assist clients in reaching their financial objectives.--Work-life balance, career longevity, and new compensation heights are a few by-products of hard work, in this role. Are you ready to elevate your career?

Responsibilities:
--- Develop and deliver risk management strategies for each customer based on their risk profile
--- Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
--- Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances

Qualifications:
--- You must either have U.S. Citizenship or a Green Card and live in the United States
--- Previous sales or industry experience is preferred
--- Life and Health License, SIE, and 7 required by 6 months of hire
--- High school diploma mandatory; four-year undergraduate degree strongly preferred
--- Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations

About Company:
The Piedmont Group is a young and agile financial services firm and a general agency of MassMutual. We are dedicated to helping 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, Hoover , Financial Advisor, Accounting, Auditing , Bessemer, Alabama