Paraplanner

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 looking for a detail-oriented, analytical, and client-focused Paraplanner to support our advisory team. In this role, you’ll collaborate closely with senior advisors to prepare for client meetings, craft comprehensive financial plans, and assist in developing tailored investment and insurance strategies. This is a vital support position that provides exposure to advanced financial planning concepts and offers a clear path for career growth within the industry.

Ready to grow your career?

If you're a qualified local candidate, we encourage you to apply today and join a firm that’s as committed to your professional development as it is to delivering exceptional client service.

Compensation :

$65,000 - $85,000 yearly

Responsibilities :

Client Service & Financial Planning Support

• Partner with senior advisors to deliver high-quality client deliverables and drive ongoing improvements in internal processes.
• Prepare detailed client meeting agendas that highlight key action items, follow-ups, and future planning opportunities.
• Analyze investment portfolios, generate performance reports, and identify rebalancing needs to ensure alignment with client objectives.
• Review life and disability insurance policies, prepare updated illustrations, and verify coverage remains in sync with clients’ financial goals.
• Support the development of comprehensive financial plans using eMoney, including retirement projections, cash flow analysis, tax optimization strategies, and education funding plans.
• Track client savings strategies and offer data-driven insights and actionable recommendations.
• Create investment proposals and insurance illustrations; model alternative planning scenarios to support informed decision-making.

Qualifications :

What We’re Looking For

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?