The Piedmont Group
Job Description
Job Description
Paraplanner — The Piedmont Group (Dunwoody, GA)
Salary: $65,000 – $85,000 + Benefits | Local Candidates Only
Join a Boutique Wealth Management Firm Committed to Excellence
The Piedmont Group in Dunwoody is actively interviewing for an experienced
Paraplanner
to support one of our lead financial advisors. This is a full-time position with a starting in-office requirement, transitioning to a hybrid schedule once fully onboarded. Compensation is
$65,000 – $85,000 , based on experience, plus a comprehensive benefits package.
The Opportunity We’re looking for a detail-oriented, analytical, and client-focused
Paraplanner
to support our advisory team. In this role, you’ll collaborate closely with senior advisors to prepare for client meetings, craft comprehensive financial plans, and assist in developing tailored investment and insurance strategies. This is a vital support position that provides exposure to advanced financial planning concepts and offers a clear path for career growth within the industry.
Ready to grow your career? If you're a qualified local candidate, we encourage you to apply today and join a firm that’s as committed to your professional development as it is to delivering exceptional client service. Compensation:
$65,000 - $85,000 yearly Responsibilities:
Client Service & Financial Planning Support Partner with senior advisors to deliver high-quality client deliverables and drive ongoing improvements in internal processes. Prepare detailed client meeting agendas that highlight key action items, follow-ups, and future planning opportunities. Analyze investment portfolios, generate performance reports, and identify rebalancing needs to ensure alignment with client objectives. Review life and disability insurance policies, prepare updated illustrations, and verify coverage remains in sync with clients’ financial goals. Support the development of comprehensive financial plans using eMoney, including retirement projections, cash flow analysis, tax optimization strategies, and education funding plans. Track client savings strategies and offer data-driven insights and actionable recommendations. Create investment proposals and insurance illustrations; model alternative planning scenarios to support informed decision-making.
Qualifications:
What We’re Looking For Bachelor’s degree in Finance, Accounting, Economics, or a related field (preferred) Minimum 3 years of prior experience in financial planning or paraplanning Working knowledge of investments, insurance, taxes, and estate planning Proficiency in Microsoft Office Suite (especially Excel) Familiarity with
eMoney
and
Morningstar Workstation
strongly preferred CRM experience, ideally
Wealthbox
or a similar platform Strong organizational skills and attention to detail Excellent written and verbal communication skills Eagerness to learn and adopt new technology tools About Company We are a well-established, boutique financial planning and wealth management firm with a focus on delivering tailored financial strategies and an exceptional client experience. Our collaborative and professional environment is designed for growth-minded individuals who are passionate about financial planning and client service. Why Join The Piedmont Group? Play a critical role in delivering personalized, high-quality financial planning. Work in a boutique environment where your work has a direct impact. Collaborate with experienced advisors and deepen your industry knowledge. Join a firm that values professionalism, precision, and long-term client relationships. Enjoy career growth opportunities and support for ongoing professional development.
Job Description
Paraplanner — The Piedmont Group (Dunwoody, GA)
Salary: $65,000 – $85,000 + Benefits | Local Candidates Only
Join a Boutique Wealth Management Firm Committed to Excellence
The Piedmont Group in Dunwoody is actively interviewing for an experienced
Paraplanner
to support one of our lead financial advisors. This is a full-time position with a starting in-office requirement, transitioning to a hybrid schedule once fully onboarded. Compensation is
$65,000 – $85,000 , based on experience, plus a comprehensive benefits package.
The Opportunity We’re looking for a detail-oriented, analytical, and client-focused
Paraplanner
to support our advisory team. In this role, you’ll collaborate closely with senior advisors to prepare for client meetings, craft comprehensive financial plans, and assist in developing tailored investment and insurance strategies. This is a vital support position that provides exposure to advanced financial planning concepts and offers a clear path for career growth within the industry.
Ready to grow your career? If you're a qualified local candidate, we encourage you to apply today and join a firm that’s as committed to your professional development as it is to delivering exceptional client service. Compensation:
$65,000 - $85,000 yearly Responsibilities:
Client Service & Financial Planning Support Partner with senior advisors to deliver high-quality client deliverables and drive ongoing improvements in internal processes. Prepare detailed client meeting agendas that highlight key action items, follow-ups, and future planning opportunities. Analyze investment portfolios, generate performance reports, and identify rebalancing needs to ensure alignment with client objectives. Review life and disability insurance policies, prepare updated illustrations, and verify coverage remains in sync with clients’ financial goals. Support the development of comprehensive financial plans using eMoney, including retirement projections, cash flow analysis, tax optimization strategies, and education funding plans. Track client savings strategies and offer data-driven insights and actionable recommendations. Create investment proposals and insurance illustrations; model alternative planning scenarios to support informed decision-making.
Qualifications:
What We’re Looking For Bachelor’s degree in Finance, Accounting, Economics, or a related field (preferred) Minimum 3 years of prior experience in financial planning or paraplanning Working knowledge of investments, insurance, taxes, and estate planning Proficiency in Microsoft Office Suite (especially Excel) Familiarity with
eMoney
and
Morningstar Workstation
strongly preferred CRM experience, ideally
Wealthbox
or a similar platform Strong organizational skills and attention to detail Excellent written and verbal communication skills Eagerness to learn and adopt new technology tools About Company We are a well-established, boutique financial planning and wealth management firm with a focus on delivering tailored financial strategies and an exceptional client experience. Our collaborative and professional environment is designed for growth-minded individuals who are passionate about financial planning and client service. Why Join The Piedmont Group? Play a critical role in delivering personalized, high-quality financial planning. Work in a boutique environment where your work has a direct impact. Collaborate with experienced advisors and deepen your industry knowledge. Join a firm that values professionalism, precision, and long-term client relationships. Enjoy career growth opportunities and support for ongoing professional development.