Job Description
Job Description
Have your Life & Health License, Series 7/6, and looking for a salary role?
The Piedmont Group, a leading financial services firm in Dunwoody, GA, is seeking a talented and motivated
Licensed
Financial Planning Specialist
to join our planning department staff. With a competitive salary range of $50,000 - $70,000 per year (based on experience), this is an exciting opportunity for a licensed representative to grow their career and make a meaningful impact.
As a Financial Planning Specialist you will work closely with our team of experienced advisors to provide comprehensive financial planning services to our clients. While this is not a sales position, your responsibilities will include analyzing financial data, preparing reports, and assisting in the development of financial strategies. With our supportive and collaborative work environment, you will have the opportunity to enhance your skills and contribute to our clients' financial success.
Take the next step in your career and be part of our success story.
Compensation:
$50,000 - $70,000 yearly
Responsibilities:
Develops and maintains the Presentation tool within the financial planning software
Acts as an internal consultant to provide subject matter expertise to FAs, their clients and outside trusted advisors
Qualifications:
SIE, Series 6, & 7 are highly desired
If not currently licensed the candidate must be able to obtain them within 90 days.
You must be able to commute to our Dunwoody office M-Fri 8:30a-5p
You must either have U.S. Citizenship or a Green Card & live in the United States
About Company
The Piedmont Group
is a young and agile financial services firm and a general agency of MassMutual. We are dedicated to helping our financial professionals exceed their potential & enjoy a fulfilling career, while providing comprehensive financial planning. TPG facilitates an inclusive environment that represents our core values: growth, family, teamwork, and happiness.
We Offer Our Advisors:
Competitive benefits package (medical and dental, life and disability insurance, and thrift and pension plans)
We are a non-captive firm
Performance-based bonus structure
International Travel Opportunities
Opportunity to own and operate your own firm (DBA)
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