Associate Financial Planner

The Piedmont Group

Dunwoody, GA

Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Responsibilities: • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Create customized financial plans suitable for each client based on potential life changes and changing financial needs • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Qualifications: • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • A Bachelor’s degree in business administration, finance, or a related field is required • You must either have U.S. Citizenship or a Green Card & live in the United States to be considered for this role • Bachelor's Degree highly preferred • Within 6 months of hire, the following must be obtained: Life and Health License, Series 7, & 66 • If you have the following experience, you may be a great fit: sales, military background, student-athlete, academically competitive scholar, business owner, experience in finance-related roles, or if you have conquered & outgrown your current role 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.

Posted 2025-09-26

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