The Piedmont Group · 1 week ago
Korean Comprehensive Financial Advisor
Peachtree Corners, GA
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $160K/yrThe Piedmont Group is a financial services firm that empowers independent, client-focused professionals. As a Licensed Korean Comprehensive Financial Advisor, you will design personalized financial plans for clients, leveraging mentorship and collaboration with experienced advisors.
Financial Services
Responsibilities
Deliver holistic financial planning and ongoing guidance to clients
Collaborate with Senior Advisors and specialists to provide comprehensive financial solutions
Analyze client financial data to develop customized investment, risk management, and retirement strategies
Grow your client base through networking, marketing initiatives, and firm-supported resources
Prepare and present clear, accurate financial plans and recommendations
Qualification
Required
Licensed Korean Comprehensive Financial Advisor
Ability to deliver tailored financial strategies
Experience in delivering holistic financial planning and ongoing guidance to clients
Ability to collaborate with Senior Advisors and specialists to provide comprehensive financial solutions
Experience in analyzing client financial data to develop customized investment, risk management, and retirement strategies
Ability to grow client base through networking, marketing initiatives, and firm-supported resources
Ability to prepare and present clear, accurate financial plans and recommendations
Company
The Piedmont Group
At The Piedmont Group, we help you achieve your financial goals.
Founded in 2012
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bill McQuaid,CLU,ChFC
President & CEO
Marisa French
Chief Financial Officer
Company data provided by crunchbase