Licensed Financial Advisor

Experienced Financial Advisor – Growth, Flexibility & Partnership | The Piedmont Group

Are you an experienced Financial Advisor looking for a platform that supports your growth while preserving your independence? The Piedmont Group is expanding and seeking driven professionals who want to build, grow, and elevate their practice within a collaborative and resource-rich environment.

Our advisors deliver comprehensive wealth management and holistic financial planning services to individuals, families, and business owners. Whether you’re focused on expanding an established book of business or taking your career to the next level, we provide the support, tools, and strategic guidance to help you succeed.

About The Piedmont Group

The Piedmont Group is a non-captive financial services firm dedicated to holistic financial planning. Advisors retain ownership of their business while gaining access to institutional-level resources, advanced technology, and a broad range of financial solutions. Our mission is to empower advisors to grow scalable, client-centered practices while delivering exceptional service and long-term value.

What We Offer

• Comprehensive training, coaching, and ongoing mentorship
• A collaborative team culture with proven systems and scalable processes
• Dedicated local support
• Access to specialists in investments, trust services, and estate planning
• Strategic partnerships with leading financial institutions and professional firms
• Advanced technology and business tools
• Access to 50+ carriers and a diverse suite of financial solutions
• Flexible work structure with significant income potential

We provide the infrastructure and support of a larger organization while protecting what matters most: ownership of your client relationships, control of your business, and the flexibility to build your practice your way. Our culture is built on collaboration, accountability, leadership, and long-term success.

Compensation $70,000 – $150,000 annually, performance and commission-based.

Why Join The Piedmont Group?

At The Piedmont Group, advisors gain more than a platform—they gain a strategic partner committed to helping them grow a stronger, more scalable business while maintaining independence and autonomy.

Independence supported by infrastructure. Growth driven by partnership.

If you’re ready to elevate your practice while maintaining control of your business and future, we’d welcome the opportunity to connect. Apply today.

$70,000 - $150,000 yearly performance/commission based

• Build and grow your own financial services practice
• Create customized financial plans and wealth strategies
• Collaborate with specialists to deliver advanced planning solutions
• Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow a long-term customer base

• Authorized to work in the United States
• No need for visa sponsorship
• Must be a local candidate
• Obtain licensure prior to onboarding: Life & Health, SIE, and 66
• Prior sales experience and/or a bachelor's degree
• No U4 disclosures
• Self-motivated with a business mindset
• Ability to thrive in a goal-oriented environment
• Previous financial services experience is a plus, but not required

Why Financial Advisors Choose The Piedmont Group

We Offer Our Advisors:

• Medical, Dental, Life, and disability insurance, and pension plans for all eligible employees
• 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
• Aggressive, performance-driven, and bonus-structured compensation
• Licensure sponsorship/reimbursement
• Your existing and new business is yours
• We are a non-captive agency
• Concierge-level advisor services
• Innovative tools and technology to scale your practice
• 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.