Financial Advisor

Company: The Piedmont Group
Location: Bessemer
Posted on: April 29, 2025

Job Description:

If you are looking to leave your legacy in the financial industry, then this role is for you.



We are hiring elite career changers, licensed agents, & aspiring advisors for our Birmingham location. This location is one of our 19 thriving, nationally ranked agencies that have a track record of growing business for experienced & new advisors, resulting in career longevity and an advisor retention rate of 88%.--What are your career goals?



The Piedmont Group is motivated to elevate your practice with 50+ support staff from marketing & media, to designing your DBA. TPG advisors and investment specialists learn to master all aspects of financial planning, which has led to us ranking 4th in the country for planning fees in MM ($4 mil). We cover the cost of all licensure passed & encourage advisors to reach their full potential. This is an opportunity to sharpen your financial services skillset and create a lifestyle reflective of your hard work. Apply and see if you can keep up with our 200+ advisors who joined TPG to take their practice to the next level. What legacy will you leave?

Responsibilities:
--- Develop and deliver risk management strategies for each customer based on their risk profile.
--- Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction.
--- Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish.

Qualifications:
--- You must either have U.S. Citizenship or a Green Card and live in the United States.
--- Life and Health License, SIE, and 7 required by 6 months of hire.
--- Working knowledge of the insurance industry, insurance products, risk management profiles, and related state and federal regulations.
--- Sales experience is highly preferred. Applicants with successful careers in sales are our top producers.

About Company:
We're a fast-growing, family-owned financial services firm and a non-captive general agency of MassMutual, with 19 locations across GA, AL, and VA. As the 7th largest MassMutual agency nationwide, we're proud to rank 3rd in first-year agent production and 4th in contracted planning fees ($4M). With 200+ financial professionals, we're committed to helping you thrive-personally and professionally-through holistic planning and a culture rooted in growth, family, teamwork, and happiness.

What We Offer:

Full ownership of your practice - no NDAsNon-captive model with the freedom to growAbility to build your own firm (DBA)Competitive benefits: health, life, disability, 401(k), pensionPerformance-based bonusesInternational travel opportunities50+ in-house experts in marketing, media, compliance, planning, and recruiting

Keywords: The Piedmont Group, Montgomery , Financial Advisor, Accounting, Auditing , Bessemer, Alabama