Atlanta FA

About the position

Piedmont Group, a MassMutual Firm, offers a supportive environment for financial advisors to grow their practices. They provide industry-leading tools, a strong teaming model, and a diversified portfolio of investment, insurance, and retirement solutions. The firm supports advisors with a one-stop shopping hub for insurance solutions, a unique business markets process, concierge-level support including priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources. Additionally, advisors have access to seasoned investment and trust specialists for estate planning and wealth management needs, and strategic alliance programs for practice growth. The firm also provides state-of-the-art technology platforms and tools.

Responsibilities

  • Build and grow a financial advisory practice.
  • Provide clients with investment, insurance, and retirement solutions.
  • Utilize industry-leading tools and a strong teaming model.
  • Impact product development through input.
  • Meet client needs with a diverse range of products.
  • Differentiate practice using a unique business markets process.
  • Add value to conversations with business owners.
  • Leverage concierge-level support for service, new business, underwriting, advanced sales, and compliance.
  • Collaborate with investment and trust specialists for estate planning and wealth management.
  • Grow practice through strategic alliance programs with local financial institutions and professional firms.
  • Utilize state-of-the-art technology platforms and tools.

Requirements

  • Successful entrepreneur looking to accelerate practice.
  • Experience and expertise in financial advising.
  • Ability to build business in a flexible manner.

Nice-to-haves

  • Inexperienced advisors may receive additional performance-based income structure for the first three years.
  • Experienced advisors may receive transition packages.

Benefits

  • Performance-based earnings and revenue from commissions and fees.
  • Additional performance-based income structure for inexperienced advisors (first three years).
  • Transition packages for experienced advisors.
  • Renewal commissions and recurring fee income.
  • Performance-based bonus programs.
  • Expense allowances.
  • Robust retirement package with up to 10% company contributions.
  • Competitive and comprehensive medical, vision, and dental plans with subsidized premiums.
  • Life Insurance.
  • Disability Income Insurance.
  • Paid programs for insurance licensing (e.g., SIE, Series 7, Series 66).
  • Professional designation reimbursement programs.
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