Experienced Financial Advisor

Other Jobs To Apply

No other job posts for this day.

<h2>Job Description</h2><div>Job Description<div><p><strong>Join Our Team as an Experienced Financial Advisor at The Piedmont Group! </strong></p><p>As an Experienced Financial Advisor with us, you will play a crucial role in delivering comprehensive financial planning and guidance to our clients. You\'ll benefit from the support, training, and mentorship of our Senior Financial Professionals and dedicated internal staff. We encourage all Advisors to hold full investment licenses, including SI, Series 66, and Series 7. Interested candidates, please Schedule a call with me: Jennifer Galluzzo, Recruiter @ The Piedmont Group and Connect with me on LinkedIn.</p><p><strong>Location Requirement:</strong> Must reside in Atlanta. This is a hybrid position, allowing for both in-office and remote work.</p><p>We are a team of independent financial professionals committed to helping clients achieve their financial goals. The ideal candidate will provide tailored financial planning solutions, helping clients navigate both short- and long-term objectives. You should be skilled in creating accurate financial plans and ensuring thorough cross-checking of information. Your responsibilities will include analyzing financial data, developing personalized strategies, and assisting clients in reaching their financial aspirations.</p><p><strong>Licenses Needed:</strong> Series 7, Series 66, Life & Health Insurance</p><p><strong>Compensation:</strong> Our competitive pay structure is tailored to individual performance, activity, ownership, and experience. We seek driven individuals who aspire for greater impact and alignment with our mission.</p><p><strong>Job Responsibilities:</strong></p><ul><li>Offer financial planning support to clients</li><li>Collaborate with investment and risk professionals to foster client relationships</li><li>Prepare and present financial plans</li><li>Build a clientele leveraging our internal resources and support from Senior Advisors, marketing, and networking</li></ul><p><strong>Qualifications:</strong></p><ul><li>Bachelor\'s degree or higher</li><li>Exceptional interpersonal, communication, and problem-solving skills</li><li>Life, Accident, and Health License (recommended)</li><li>Series 6, Series 7, and Series 63, 65, or 66 (recommended)</li><li>Team-oriented, self-disciplined, and driven</li></ul><p><strong>Compensation Structure:</strong></p><ul><li>Individual transition packages based on licenses, certifications, and experience</li><li>Options for W2 or 1099; multi-revenue streams with employee benefits based on performance and ownership</li></ul><p>If you\'re seeking a career that offers equity, independence, autonomy, and the opportunity for financial freedom—for yourself and your clients—apply today to learn more!</p><p><br /></p><p>#LI- MMPE1</p></div></div>

Back to blog

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

Related Posts