Finance Jobs in Dunwoody, GA

1 job found

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15d ago

Experienced Financial Advisor

The Piedmont Group Dunwoody, GA

Dunwoody, GA

15d ago

$70k - $150k/yr Full time Advisor Client Relations Experienced

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Job Description

The Piedmont Group offers an Experienced Financial Advisor a structured platform, robust resources, and a true partnership to help grow a client-focused advisory practice. This onsite role in Dunwoody, GA blends thoughtful financial planning with a collaborative environment designed to scale an independent advisory effort.

Location

Dunwoody, GA (onsite)

Compensation

Salary: USD 70,000 - 150,000 per year

Responsibilities

Deliver tailored financial planning solutions to help clients achieve their short-term and long-term goals.
Create comprehensive financial plans and perform thorough reviews to ensure accuracy and completeness.
Analyze clients' financial information, design customized strategies, and guide them toward reaching their financial objectives.

Requirements

Authorized to work in the United States.
No visa sponsorship is required.
Candidates must reside locally.
Licensure required before start: Life & Health, SIE, and 66.
Bachelor's degree and/or prior sales experience.

Benefits

Expanded Influence
True Partnership
Clear Path to Growth
Transparency
Innovation
Flexibility

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