Financial Services Representative

Company: The Piedmont Group
Location: Smyrna
Posted on: June 17, 2022

Job Description:

The Piedmont Group is looking to hire a Financial Services Representative to join their Atlanta firm. TPG is a non-captive financial firm that offers holistic financial planning to community members. Financial advisors seeking to expand their careers and provide the best services for their clients are encouraged to learn about this opportunity. If you are a seasoned professional looking for a change and want to begin a career in finance, then this role is designed for you. We also hire highly motivated college graduates, who are eager to demonstrate work ethic and be molded into expert financial consultants. This role is a chance to invest in a career that helps others invest in their future. Join a team of over 100 planners and experience why TPG won "Best Place to Work," when you apply today!

WHAT WE OFFER TO OUR PLANNERS:

--- Gain protection with your existing book of clientele and have a book of business that is equitable. TPG doesn't own your book
--- We are a Non-Captive firm. Use our products, or those from other agencies, to better serve clients' needs
--- Utilize our Marketing division to grow your business and targeted clientele
--- The ability of financial planners to acquire their own practice, team, and branding
--- Join a diverse team that includes planners from several financial institutions

You want to go beyond the ordinary, make a real difference, and work in an environment that is inclusive, fun, and supportive. You want to grow - and we want to help Compensation is performance-driven, tied to only the time and effort invested. Plus potential for multiple streams of income. You'll also have access to a--competitive benefits package, including medical and dental, life and disability insurance, and thrift and pension plans

Responsibilities:
--- Become a seasoned financial advisor & customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
--- Serve as a collaborative team player willing to further development through continued training opportunities
--- Look for, identify, and secure new clients to serve as a trusted financial planner
--- Network and connect with experienced professionals
--- Cultivate and grow your book of business.
--- Become well versed in holistic financial planning
--- Provide financial advice for a range of clients and business owners
--- Be coachable and be mentored by experienced financial advisors/management

Qualifications:
--- Life and Health License, FINRA Series 7 & 63/66 is required within 6 months of hire. (if not already obtained)
--- You are disciplined and self-motivated
--- You are social and often participate in groups and organizations
--- You have an interest in finance and wealth management
--- You possess emotional intelligence and are well-spoken
--- You have an entrepreneurial and go-getter mindset
--- You're willing to go the extra mile for clients
--- You have presentational and organizational skills
--- You have a BA, BS, or relevant work experience

About Company:
The Piedmont Group is a non captive financial services firm. Through comprehensive financial planning, we help our clients tackle the issues that matter, supporting them through the most important decisions of their lives. We set ourselves apart from other firms by focusing on the individual, building a foundation that can allow our clients to take control of their own financial lives. That same foundation can be found in our company culture. Our financial professionals and staff are always working to create an inclusive environment that represents our core values: growth, family, teamwork, and happiness. We are a young and agile firm that is always looking for new ways to amaze our clients and grow our network of talent. We're lifelong learners that take pride in our commitment to training and education, and we work tirelessly to help our team explore their limitless potential.

Keywords: The Piedmont Group, Smyrna , Financial Services Representative, Sales , Smyrna, Georgia