What are the responsibilities and job description for the Financial Advisor position at Wizehire?
This position molds career changers, college grads, and industry professionals, into seasoned financial advisors, that better serve the community. Our Tuscaloosa office has a track record of recruiting advisors from competitive firms, growing business for experienced and new advisors, and ensuring successful career longevity.
The Piedmont Group is a team of leaders dedicated to being #1 in holistic financial planning, risk management, estate planning, debt and investment management, retirement planning, mutual funds, and more. This high-paced atmosphere welcomes assertive individuals seeking to make a difference. Apply and join our Tuscaloosa firm, if you think you can keep up!
Compensation
$79,000 - $98,500 at plan commission
Responsibilities
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
The Piedmont Group is a team of leaders dedicated to being #1 in holistic financial planning, risk management, estate planning, debt and investment management, retirement planning, mutual funds, and more. This high-paced atmosphere welcomes assertive individuals seeking to make a difference. Apply and join our Tuscaloosa firm, if you think you can keep up!
Compensation
$79,000 - $98,500 at plan commission
Responsibilities
- Customize financial plans for each client, taking into consideration potential life changes and evolving financial needs.
- Build strong relationships with new clients, acting as their trusted advisor and actively seeking out potential prospects.
- Develop and offer financial advice and strategies that align with each client's risk tolerance and financial objectives.
- A Bachelor's degree is required for this Financial Advisor position in Tuscaloosa, AL, US.
- The selected candidate must achieve a Life & Health Insurance license, Series 7, and Series 66 within 6 months of being hired.
- Preferred qualifications include familiarity with the financial industry, financial products, best practices, and tax regulations.
- Understanding of the financial industry, financial products, best practices, and tax regulations is beneficial.
- Applicants must possess either U.S. Citizenship or a Green Card and reside in the United States.
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 firm
- Performance-based bonus structure
- International Travel Opportunities
- Opportunity to own and operate your own firm (DBA)
Salary : $79,000 - $98,500
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