Korean Comprehensive Financial Advisor
Listed on 2026-02-03
-
Finance & Banking
Financial Consultant
The Piedmont Group
• Peachtree Corners , GA , US
Posted 2 days ago
Description
As a Licensed Korean Comprehensive Financial Advisor with The Piedmont Group, you’ll deliver tailored financial strategies while benefiting from the support of experienced Senior Advisors, dedicated internal teams, and extensive training resources. We offer ongoing mentorship, training, and career growth within a collaborative team environment
Location:
Peachtree Corners
, GA |
Hybrid Opportunity (Local candidates required)
At The Piedmont Group
, we empower independent, client-focused professionals to create lasting financial impact.
In this role, you’ll partner with individuals and families to design personalized financial plans that support both short- and long-term objectives. Through hands‑on mentorship, advanced planning tools, and collaboration with seasoned professionals, you’ll develop the expertise and confidence needed to grow a successful practice and make a meaningful difference in clients’ lives.
Key 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 a client base through networking, marketing initiatives, and firm-supported resources
- Prepare and present clear, accurate financial plans and recommendations
- Guide clients through comprehensive, fee-based financial planning
- Serve as a licensed advisor while actively developing new business
- Receive support tailored for both industry newcomers and experienced advisors transitioning from other institutions
- Authorized to work in the United States (no visa sponsorship available)
- Must be a local candidate
- Required licenses to begin:
Life & Health, SIE, and Series 66 - Prior sales experience and/or a bachelor’s degree preferred
- Ideal for individuals seeking an organization that aligns with their long-term goals
Compensation: $70,000 – $160,000 per year
About The Piedmont Group
We are a well-established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies and an exceptional client experience. Our professional, growth-oriented environment is ideal for individuals passionate about financial planning, relationship building, and long-term client success.
Why Join Us?- Play a key role in delivering tailored, high-quality financial planning
- Make a direct impact in a boutique, client-centered environment
- Collaborate with experienced advisors and expand your industry expertise
- Thrive in a firm that values professionalism, precision, and lasting client relationships
- Access ongoing professional development and meaningful career advancement opportunities
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