Financial Services Representative
Company: The Piedmont Group
Location: Smyrna
Posted on: June 17, 2022
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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
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here to apply!
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