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 Focused on Excellence and Growth
The Piedmont Group, a boutique financial planning and wealth management firm in Dunwoody, GA, is seeking an
experienced
and detail-oriented
Paraplanner
to support one of our lead financial advisors. This full-time role begins with an in-office schedule and transitions to a hybrid setup once onboarding is complete. Compensation ranges from $65,000 to $85,000, depending on experience, and includes a comprehensive benefits package.
About the Role As a Paraplanner, you will play a key role in supporting the financial advisory process—from meeting preparation to plan development and investment analysis. You’ll work directly with senior advisors to help deliver customized financial strategies that align with client goals. This position offers significant exposure to advanced planning concepts and a clear path for career advancement.
Compensation $65,000 – $85,000 annually Full benefits package
Ready to Elevate Your Career? If you're a qualified candidate in the Atlanta area looking to grow in a dynamic, client-focused firm, we’d love to hear from you. Apply today and take the next step in your financial planning career with The Piedmont Group. Compensation:
$65,000 - $85,000 yearly Responsibilities:
Client Service & Planning Support Collaborate with advisors to prepare high-quality client deliverables and streamline internal workflows. Create detailed meeting agendas, highlighting action items, planning opportunities, and key follow-ups. Conduct investment analysis, generate performance reports, and suggest rebalancing actions. Review insurance policies (life, disability), prepare illustrations, and ensure coverage aligns with client objectives. Develop and update comprehensive financial plans in eMoney, including retirement projections, tax strategies, and education planning. Monitor savings strategies and provide actionable, data-driven insights. Build investment proposals and insurance models to support alternative planning scenarios. Qualifications:
Required: Bachelor’s degree in Finance, Economics, Accounting, or related field (preferred). At least 3 years of experience in financial planning or paraplanning. Solid understanding of investments, insurance, tax planning, and estate strategies. Proficiency in Microsoft Office (especially Excel). Excellent communication skills and strong attention to detail. Tech-savvy and eager to learn new tools.
Preferred: Experience with eMoney and Morningstar Workstation. Familiarity with Wealthbox or similar CRM systems. 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 Focused on Excellence and Growth
The Piedmont Group, a boutique financial planning and wealth management firm in Dunwoody, GA, is seeking an
experienced
and detail-oriented
Paraplanner
to support one of our lead financial advisors. This full-time role begins with an in-office schedule and transitions to a hybrid setup once onboarding is complete. Compensation ranges from $65,000 to $85,000, depending on experience, and includes a comprehensive benefits package.
About the Role As a Paraplanner, you will play a key role in supporting the financial advisory process—from meeting preparation to plan development and investment analysis. You’ll work directly with senior advisors to help deliver customized financial strategies that align with client goals. This position offers significant exposure to advanced planning concepts and a clear path for career advancement.
Compensation $65,000 – $85,000 annually Full benefits package
Ready to Elevate Your Career? If you're a qualified candidate in the Atlanta area looking to grow in a dynamic, client-focused firm, we’d love to hear from you. Apply today and take the next step in your financial planning career with The Piedmont Group. Compensation:
$65,000 - $85,000 yearly Responsibilities:
Client Service & Planning Support Collaborate with advisors to prepare high-quality client deliverables and streamline internal workflows. Create detailed meeting agendas, highlighting action items, planning opportunities, and key follow-ups. Conduct investment analysis, generate performance reports, and suggest rebalancing actions. Review insurance policies (life, disability), prepare illustrations, and ensure coverage aligns with client objectives. Develop and update comprehensive financial plans in eMoney, including retirement projections, tax strategies, and education planning. Monitor savings strategies and provide actionable, data-driven insights. Build investment proposals and insurance models to support alternative planning scenarios. Qualifications:
Required: Bachelor’s degree in Finance, Economics, Accounting, or related field (preferred). At least 3 years of experience in financial planning or paraplanning. Solid understanding of investments, insurance, tax planning, and estate strategies. Proficiency in Microsoft Office (especially Excel). Excellent communication skills and strong attention to detail. Tech-savvy and eager to learn new tools.
Preferred: Experience with eMoney and Morningstar Workstation. Familiarity with Wealthbox or similar CRM systems. 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.