Financial Advisor

Company: The Piedmont Group
Location: Birmingham
Posted on: May 22, 2025

Job Description:

A Local Team. A National Platform. A Practice You Own.



Are you an experienced advisor ready to break through the ceiling at your current firm? Or a licensed up-and-comer looking for mentorship, leadership, and room to grow?



At The Piedmont Group, we help financial professionals build something bigger, on their terms. With 19 locations and 200+ advisors in the southeast, we offer the strength of a national firm with the feel of a local team-and we're expanding our Birmingham team.



Why Advisors Are Choosing TPG:



--- Freedom with Support: Our non-captive model means you own your book, build your brand, and choose your direction, with full backing from our in-house planning, marketing, compliance, and recruiting teams.
--- Leadership Opportunities: Build your own team or DBA and step into a leadership role-without waiting for corporate permission.
--- Local Culture, National Resources: Enjoy the tight-knit, relationship-driven vibe of Alabama with access to one of MassMutual's top-producing agencies.
--- Proven Transitions: Many of our advisors have come from competing firms: Northwestern Mutual, Edward Jones, Ameriprise, and others, looking for more growth, ownership, and control.
--- Mentorship That Matters: Work alongside local top producers who are committed to helping others grow, not just hit numbers.


Who Thrives Here:

--- Experienced, licensed advisors frustrated by limitations, lack of ownership, or culture mismatch at their current firm
--- Young licensed professionals eager to build something of their own with mentorship and real leadership pathways

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, TN 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 & 80 support staff, 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 opportunities80+ in-house experts in marketing & media, compliance, planning, and recruiting

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