The Piedmont Group · 2 weeks ago
Korean Comprehensive Financial Advisor
Peachtree Corners, GA
Full-time
Onsite
Entry, Mid Level
$70K/yr - $160K/yrThe Piedmont Group is a company that empowers independent, client-focused professionals to create lasting financial impact. As a Licensed Korean Comprehensive Financial Advisor, you will provide customized financial strategies to clients while benefiting from mentorship and support from experienced Senior Advisors.
Financial Services
Responsibilities
Provide holistic financial planning and ongoing client guidance
Collaborate with Senior Advisors and specialized teams to deliver comprehensive financial solutions
Analyze client financial data to create tailored investment, risk management, and retirement strategies
Expand 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 provide customized financial strategies to clients
Experience in holistic financial planning and ongoing client guidance
Ability to collaborate with Senior Advisors and specialized teams
Skills to analyze client financial data
Capability to create tailored investment, risk management, and retirement strategies
Experience in expanding client base through networking and marketing initiatives
Ability to prepare and present clear, accurate financial plans and recommendations
Commitment to professional development and mentorship
Willingness to work in a collaborative, team-oriented environment
Local candidates required for Peachtree Corners, GA
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