Wealth Management Advisor
Company: The Piedmont Group
Location: Bessemer
Posted on: April 15, 2024
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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:
--- Devote an unprecedented level of personal attention when
implementing a range of effective sales strategies proven to
maintain and grow long-term customer base
--- Remain updated on insurance industry changes and protocols to
fulfill all policy requirements and monitor insurance claims from
start to finish
Qualifications:
--- You must either have U.S. Citizenship or a Green Card & live in
the United States
--- Previous sales or industry experience is preferred
--- Life and Health License, SIE, & 7 required by 6 months of
hire
--- If you have the following experience, you may be a great fit:
military background, student-athlete, academically competitive
scholar, experience in related roles, or if you have conquered &
outgrown your current role
--- 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 , Wealth Management Advisor, Executive , Bessemer, Alabama
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