Experienced Paraplanner

Job Description

Job Description

Paraplanner (Local Candidates Only) The Piedmont Group – Dunwoody, GA

Salary : $65,000 – $85,000 + Benefits

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.

Key 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.

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 to ongoing professional development and career advancement opportunities.

Be part of a team that prioritizes precision, service, and long-term client relationships.

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.