Job Title: Financial Advisor – Build, Grow & Own Your Practice
Company: The Piedmont Group
The Piedmont Group is looking for motivated Financial Advisors who are ready to grow their business, expand their impact, and operate with greater independence—while supported by a collaborative, resource-rich team. This opportunity is ideal for professionals seeking the freedom to build their practice their way without giving up access to strong operational support, mentorship, and industry-leading solutions.
Our advisors provide comprehensive wealth management and holistic financial planning services to individuals, families, and business owners. Whether you’re an established advisor looking to scale your existing book of business or exploring a new direction in financial services, The Piedmont Group offers the structure, technology, and support to help you succeed.
As a non-captive financial services firm, The Piedmont Group empowers advisors to maintain ownership of their business while leveraging advanced tools, operational resources, and access to a broad range of financial products and strategies. Our mission is to help advisors build thriving practices while delivering exceptional client experiences.
What We Offer
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Ongoing training, coaching, and mentorship
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Collaborative team culture with proven systems and scalable processes
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Dedicated local operational support
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Access to specialists in investments, estate planning, and trust services
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Strategic partnerships with leading financial institutions and professional firms
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Advanced technology and practice management resources
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Access to 50+ carriers and a diverse range of financial solutions
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Flexible work structure with strong earning potential
Why The Piedmont Group
At The Piedmont Group, you’ll have the independence to grow your practice on your terms—supported by a culture focused on collaboration, innovation, professional growth, and long-term success.
Compensation:
$70,000 - $150,000 per year
Responsibilities:-
Build and grow your own financial services practice
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Develop and maintain strong client relationships
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Create customized financial plans and wealth strategies
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Collaborate with specialists to deliver advanced planning solutions
Qualifications:-
Authorized to work in the United States (no visa sponsorship required)
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Local candidate
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Obtain prior to onboarding: Life & Health, SIE, and Series 66 licenses
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Prior sales experience and/or a bachelor’s degree preferred
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Open to individuals new to the industry or transitioning from another firm
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Clean Form U4 (no disclosures)
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Self-motivated and goal-oriented
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Strong interpersonal and communication skills
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Licensed advisors preferred; training available for qualified candidates without licenses
Strongly preferred:
- Strong understanding of financial planning, investment strategies, and risk management
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Prior financial advisor experience
About Company
Why Financial Advisors Choose The Piedmont Group
We Offer Our Advisors:
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Medical, Dental, Life, and disability insurance, and pension plans for all eligible employees
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Opportunity to obtain a DBA and grow your team. If you own a DBA or advisory group, we support you by growing your existing career
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Aggressive, performance-driven, and bonus-structured compensation
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Licensure sponsorship/reimbursement
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Your existing and new business is yours
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We are a non-captive agency
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Concierge-level advisor services
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Innovative tools and technology to scale your practice
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100+ seasoned advisors that can mentor & assist in business growth
At The Piedmont Group, advisors gain a true strategic partner—one that respects your experience, supports your vision, and helps you build a stronger, more scalable business.
Independence supported by infrastructure. Growth driven by partnership.
