Financial Advisor

Job Description

Job Description

Financial Advisor | The Piedmont Group Location : Birmingham, AL Local candidates only. HYBRID opportunity Build Your Future. Empower Others. Make an Impact.

For over a century, The Piedmont Group , a proud non-captive agency of MassMutual , has been helping individuals, families, and business owners achieve financial confidence through holistic planning. Our mission is to empower our community to focus on what truly matters—while we help secure their financial future.

We’re expanding our Birmingham office and are seeking both experienced financial advisors and motivated new professionals eager to build a rewarding career in financial services.

Why The Piedmont Group

At The Piedmont Group, you’ll experience the freedom of entrepreneurship with the backing of a proven, people-focused organization.

Non-captive structure : access to a wide range of products and investment options

Comprehensive support : dedicated staff and operational resources to help you grow

Collaborative culture : work alongside successful advisors who actively mentor and share best practices

Entrepreneurial growth : build your own business and brand—with the full strength of our firm behind you

Your compensation will be derived from investments, fee-based planning, and insurance solutions , offering multiple revenue streams and long-term earning potential.

What You’ll Do

Develop personalized financial strategies that help clients achieve their goals in wealth management, protection, and retirement planning

Build and maintain strong client relationships , serving as a trusted financial partner

Identify new opportunities through networking, referrals, and strategic prospecting

Stay informed on financial trends, tax strategies, and market insights to deliver exceptional client value

Assist clients in implementing tailored financial plans that may include savings strategies, life insurance, mutual funds, and other products

What We’re Looking For

Bachelor’s degree (preferred)

Sales or client relationship experience (a plus)

Proven success as a financial planner, advisor, analyst, or consultant (desired)

Ability to obtain required licenses within six months of hire :

Life and Health License

Series 7 and Series 66

We’re seeking driven professionals with strong communication skills, entrepreneurial ambition, and a passion for helping others achieve financial independence.

Why You’ll Love Working With Us

Access to robust training and one-on-one mentorship

Comprehensive benefits and performance-based incentives

Growth-oriented environment designed for long-term success

A clear roadmap for career advancement and business ownership

Let’s Grow Together

Start the next chapter of your career with an organization that values your independence, supports your goals, and celebrates your success.

Kick off the new year with a meaningful opportunity— join The Piedmont Group and build a career where you can make a difference every day.

Apply today or connect with us to explore the possibilities.