Licensed & Experienced Paraplanner

The Piedmont Group • Dunwoody, GA

16h • $50,000 - $70,000 • Onsite

About The Position

We are currently interviewing and ready to hire a licensed and experienced Paraplanner for our Dunwoody office. This is a permanent, in-office position with a salary range of $50,000–$70,000+, based on experience and licensure. We are looking for a highly organized, analytical professional to support our Financial Advisors in delivering accurate, compliant, and high-quality financial guidance. This role plays a key part in preparing, modeling, and documenting comprehensive financial plans in a fast-paced environment. As part of our centralized financial planning department, the Paraplanner will collaborate with a team to develop plans for the firm’s top individual and team-based advisors, ensuring all recommendations align with client goals and regulatory standards.

Requirements

• Bachelor’s in Finance, Financial Planning, Economics, or a related discipline
• Experience in paraplanning, fee-based planning, or a financial services support role
• Securities Licensed
• Stable job history and detail-oriented
• Working knowledge of financial planning principles, investment products, and regulatory requirements
• Strong analytical skills and attention to detail
• Excellent written communication and documentation skills
• Ability to manage competing priorities and deadlines
• High level of professionalism and confidentiality
• Strong efficiency, speed, and organizational skills
• Client-focused and quality-driven
• Collaborative team player with a proactive approach

Nice To Haves

• Proficiency in Emoney, Holistiplan, and/or Right Capital Planning Software

Responsibilities

• Prepare and model comprehensive financial plans, including retirement, investment, cash flow, insurance, tax, and estate planning
• Analyze client financial information and develop projections and strategy comparisons
• Conduct research on up-to-date investment products, strategies, and financial solutions
• Assist in the preparation of financial planning deliverables and supplemental analysis reports
• Ensure all advice documentation complies with internal policies and regulatory standards
• Support advisers with client meeting preparation, particularly regarding client goal-based recommendations within their dedicated planning software
• Maintain accurate, efficient, and organized client records and update CRM and planning systems frequently

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level