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 seeking a detail-oriented, analytical, and client-focused Paraplanner to join our advisory team. In this role, you’ll work closely with senior advisors to prepare for client meetings, build financial plans, and develop investment and insurance strategies. This is a key support role that offers visibility into complex financial planning and an opportunity to grow your career within the industry.
Ready to take the next step in your career?
We invite qualified local candidates to apply today and become part of a firm that’s as invested in your success as it is in the clients.
Compensation:
$65,000 - $85,000 yearly
Responsibilities:
Client Service & Financial Planning Support
- Collaborate with senior advisors to prepare high-quality client deliverables and continuously improve internal processes
- Draft detailed client meeting agendas, incorporating action items, follow-ups, and forward-looking planning opportunities
- Analyze investment portfolios, generate performance reports, and identify rebalancing needs to support portfolio alignment
- Review life and disability insurance policies; prepare updated illustrations and ensure coverage remains aligned with client goals
- Assist with comprehensive financial planning using eMoney, including retirement projections, cash flow analysis, tax strategies, and education funding plans
- Monitor client savings strategies and provide data-driven insights and recommendations
- Develop investment proposals and insurance illustrations; model various planning scenarios to support client decision-making
- Accurately and compliantly support money movement activities, including transfers, withdrawals, and contributions
- Maintain precise and up-to-date records in Wealthbox CRM and financial planning software
- Stay informed on industry trends, tools, and best practices to continuously enhance the client experience
- Provide flexible support to the broader team, stepping in where needed with a collaborative, solutions-oriented mindset
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.