What are the responsibilities and job description for the Financial Advisor position at The Piedmont Group - MassMutual Perimeter?
Interviewing now for a Financial Advisor Opportunity in Peachtree Corners OR Buckhead, GA. Interested candidates, please Schedule a call with me : Jennifer Galluzzo, Recruiter @ The Piedmont Group and Connect with me on LinkedIn.Our firm is driven by results. The average experienced Financial Advisor's practice grows 4x at The Piedmont Group, TPG. 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. Our firm ranks #4th in MassMutual system for 1st year advisor production. Whether you are new to the financial industry, or looking to elevate your practice, our advisors have conquered both journeys.The Piedmont Group is a non-captive group with 19 locations across the country. We are seeking to hire a financial advisor to join our dynamic team in Peachtree Corners OR Buckhead. TPG consists of independent agents who own a DBA, top producers who have transitioned from previous firms, advisors building teams, and new agents. Join a team that values integrity, professionalism, and commitment to helping clients achieve their financial goals.
- Gain ownership of your practice & master all aspects of comprehensive financial planning
- 132,000 - $200,000 yearly at planned commission
- Competitive benefits package (medical and dental, life and disability insurance, and thrift and pension plans)
- Performance-based bonus structure
- International Travel Opportunities
- Opportunity to own and operate your own firm (DBA)Responsibilities :
- Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products.
- Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor.
- Develop and offer financial advice and strategies that align with each client's risk tolerance and financial objectives.
- It's desired that you become knowledgeable of the financial industry, financial products, best practices, and tax regulations.Qualifications :
- You must either have U.S. Citizenship or a Green Card and live in the United States to be considered for this role.
- Bachelor's Degree highly preferred.
- Within 6 months of hire, the following must be obtained : Life and Health License, Series 7, and 66.
- Sales experience is highly preferred.
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired.About CompanyWe 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)About the companyThe Piedmont Group, a subsidiary of MassMutual, founded in 1851, is a leading fortune 100 mutual life insurance company that is run for the benefit of its members and participating policyowners. We're a general agency of MassMutual Financial Group and a full-service financial planning firm that handles everything from insurance planning to investment management / estate planning. The company has a long history of financial strength and strong performance. MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement / 401(k) plan services, and annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long-term.Why work for MassMutual?
- Ranked top 10 in Atlanta Business Chronicle June 2019
- Recognized as a 2020 World's Most Ethical Companies
- Score of 100 on the Human Rights Campaign Corporate Equality Index 2020
- Diversity Best Practices Inclusion Index Company 2019
- Military Friendly Employer
- Boston Globe Top Places to Work 2022
- Top 8 Broker Dealer
- Forbes Fortune World's Most Admired Company List 2023#LI-TPG1
Salary : $132,000 - $200,000
