The Piedmont Group - MassMutual Perimeter
Experienced Paraplanner
The Piedmont Group - MassMutual Perimeter, Dunwoody, Georgia, United States
Overview
The Piedmont Group – 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. Salary ranges from
$65,000
to
$85,000 , depending on experience, and includes a comprehensive benefits package. Local candidates only.
Responsibilities
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.
Why Join The Piedmont Group?
Make a meaningful impact in a boutique firm where your work is valued.
Collaborate with experienced professionals in a supportive, growth-oriented environment.
Access ongoing professional development and career advancement opportunities.
Be part of a team that prioritizes precision, service, and long-term client relationships.
Compensation & Benefits
Salary:
$65,000 – $85,000
per year
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.
#J-18808-Ljbffr
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. Salary ranges from
$65,000
to
$85,000 , depending on experience, and includes a comprehensive benefits package. Local candidates only.
Responsibilities
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.
Why Join The Piedmont Group?
Make a meaningful impact in a boutique firm where your work is valued.
Collaborate with experienced professionals in a supportive, growth-oriented environment.
Access ongoing professional development and career advancement opportunities.
Be part of a team that prioritizes precision, service, and long-term client relationships.
Compensation & Benefits
Salary:
$65,000 – $85,000
per year
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.
#J-18808-Ljbffr