Hybrid Wealth Manager at The Piedmont Group - MassMutual Perimeter
The Piedmont Group - MassMutual Perimeter · Atlanta, United States Of America · Hybrid
- Professional
- Office in Atlanta
Wealth Manager
Location: Atlanta, GA
Company: The Piedmont Group
The Piedmont Group has delivered holistic financial solutions, empowering our clients to focus on what matters most — living fully in the present.
Our Atlanta office is actively seeking motivated a Wealth Manager to join our expanding team. Whether you’re an established financial professional or just starting your career, we provide the tools, training, and support to help you build and grow your business.
At The Piedmont Group, you’ll be surrounded by a competitive yet collaborative team, mentored by seasoned professionals with a strong track record of success. You’ll also have access to a dedicated support staff to help you thrive as an entrepreneur within our firm.
What You’ll Do
Gather detailed financial information to assess clients' current financial status, goals, and future expectations
Develop and implement personalized financial strategies using tools like life insurance, savings plans, mutual funds, and more
Provide ongoing support and service to existing clients, maintaining detailed records of communications and recommendations
Research financial strategies and products tailored to client needs and risk tolerance
Build and maintain strong client relationships, continuously seeking new opportunities and prospects
What You Bring
Prior success in roles such as financial advisor, financial consultant, planner, or analyst or similar
Ability to obtain Life, Accident & Health (LAH) license and FINRA Series 7 & 66 within 6 months of hire
Bachelor's degree in finance or a related field
