Experienced Wealth Manager

The Piedmont Group•Peachtree Corners, GA

3d•$70,000 - $150,000•Onsite

About The Position

The Piedmont Group is seeking experienced Wealth Managers who are ready to take their practice to the next level. This role offers greater independence, enhanced resources, and a collaborative environment to support long-term development, enabling the creation of a more scalable and sustainable business. Our advisors deliver comprehensive wealth management and holistic financial planning to individuals, families, and business owners, while maintaining client relationships and their practice. Bilingual proficiency in English and Korean, Chinese, or Vietnamese is a plus, but not required.

Requirements

Authorized to work in the U.S. (no visa sponsorship available).
Must have U.S. Citizenship or Green card
Clean Form U4 (no disclosures)
Strong interest in financial planning, investments, and risk management
Excellent communication and relationship-building skills
Business mindset with a desire to build a client-focused business
Ability to work independently while collaborating with a team

Nice To Haves

Bilingual in English and Korean, Chinese, or Vietnamese
Previous sales experience is a plus
Recent graduates encouraged to apply

Responsibilities

Manage and develop your existing book of business
Deepen client relationships through comprehensive financial planning
Develop and implement customized wealth strategies aligned with client goals
Identify new business and expand your client base
Collaborate with specialists on advanced planning cases
Maintain high standards of compliance and fiduciary responsibility
Operate with an entrepreneurial mindset to scale your practice

Benefits

Smooth transition to join
Independence with full independence of your book of business
A robust support infrastructure including underwriting, case design, compliance, and client service
Access to investment, trust, and estate planning specialists
Partnerships with leading financial institutions
Advanced technology, CRM platforms, and marketing/lead generation support
A broad platform of 50+ carriers and financial solutions
A collaborative, growth-oriented advisor community
Significant income potential
Performance-based compensation with earnings potential of $70,000–$150,000+ (commensurate with production and book size)