Licensed Wealth Manager

The Piedmont Group • Peachtree Corners, GA

1d

About The Position

Hiring Licensed Wealth Managers ~ Peachtree Corners, GA. Play a strategic role in managing, protecting, and multiplying your clients' wealth. Work closely with clients to understand their financial goals, develop customized financial plans, and advise them on a vast array of financial products and investments. This demanding but rewarding role requires exceptional analytical skills, a commitment to client service, and the ability to thrive in a dynamic, collaborative environment. Here, you’ll have full ownership of your clients and data. We’re all about helping you build, manage, and market your own brand with the support of our amazing team! Our award-winning practice management technology and training will set you up for success. Plus, there are opportunities to join established teams that match your skills and background! What Makes You a Great Fit with Us? You have abusiness-minded spirit You strive to be better than your peers You’re passionate about helping and educating others You’re willing to work hard now for long-term success Why Work with The Piedmont Group? Enjoy highly competitive, performance-based compensation, plus a full benefits package Receive personalized, comprehensive training and ongoing support Gain access to in-house specialists and training on topics like Fee-Based Wealth Management, Estate Planning, Business Planning, and High Net Worth Strategies Collaborate with our in-house Financial Planning Department Discover opportunities for advancement and management roles Experience a work-life balance that many financial careers lack Guide clients through comprehensive, fee-based financial planning Serve as a licensed advisor while actively developing new business Receive support tailored for both industry newcomers and experienced advisors transitioning from other institutions Ideal for individuals seeking an organization that aligns with their long-term goals

Requirements

• Bilingual English and Korean or Chinese
• Authorized to work in the United States (no visa sponsorship available)
• Must be a local candidate
• Required licenses to begin: Life & Health, SIE, and Series 66

Nice To Haves

• Prior sales experience and/or a bachelor’s degree

Responsibilities

• Managing, protecting, and multiplying clients' wealth
• Working closely with clients to understand their financial goals
• Developing customized financial plans
• Advising clients on financial products and investments
• Guiding clients through comprehensive, fee-based financial planning
• Serving as a licensed advisor while actively developing new business

Benefits

• Highly competitive, performance-based compensation, plus a full benefits package
• Personalized, comprehensive training and ongoing support
• Access to in-house specialists and training on topics like Fee-Based Wealth Management, Estate Planning, Business Planning, and High Net Worth Strategies
• Opportunities for advancement and management roles
• Work-life balance

What This Job Offers

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