Wealth Manager

The Piedmont Group • Peachtree Corners, GA

1d • Remote

About The Position

The Piedmont Group is seeking driven, business-minded Wealth Managers to join our expanding team. This is an opportunity for individuals, whether experienced or entry-level, to build their own practice with strong support. Our advisors provide comprehensive wealth management and holistic financial planning to individuals, families, and business owners. The Piedmont Group is a non-captive financial services firm focused on holistic planning, where advisors maintain business ownership while benefiting from a robust support network, advanced resources, and a collaborative environment designed to help them scale. We offer independence supported by infrastructure and growth driven by partnership.

Requirements

• Authorized to work in the U.S. (no visa sponsorship available).
• Must have U.S. Citizenship or Green card
• Local candidates
• Willingness to obtain required licenses prior to onboarding (Life & Health, SIE, Series 66)
• 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 is a plus, not required.
• Bachelor’s degree preferred (recent graduates encouraged to apply)
• Previous sales experience is a plus

Responsibilities

• Build and grow your own financial services practice
• Develop and maintain strong client relationships
• Create customized financial plans and long-term wealth strategies
• Provide holistic financial planning tailored to client goals and risk tolerance
• Identify client needs and recommend appropriate financial solutions
• Collaborate with specialists on advanced planning strategies
• Prospect and engage new clients while nurturing existing relationships
• Maintain compliance with industry regulations and standards

Benefits

• Comprehensive training, coaching, and mentorship programs
• A collaborative team environment with proven systems
• Local operational support (underwriting, case design, client service, compliance)
• Access to investment, trust, and estate planning specialists
• Partnerships with leading financial institutions
• Modern technology, CRM tools, and lead generation support
• Access to 50+ carriers and a wide range of financial solutions
• Flexible schedule with strong income potential

What This Job Offers

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