Paraplanner — The Piedmont Group (Dunwoody, GA) Salary: $65,000 – $85,000 + Benefits | Local Candidates Only Join a Boutique Wealth Management Firm Committed to Excellence The Piedmont Group in Dunwoody is actively interviewing for an experienced Paraplanner to support one of our lead financial advisors. This is a full-time position with a starting in-office requirement, transitioning to a hybrid schedule once fully onboarded. Compensation is $65,000 – $85,000, based on experience, plus a comprehensive benefits package. About Us We are a well-established, boutique financial planning and wealth management firm with a focus on delivering tailored financial strategies and an exceptional client experience. Our collaborative and professional environment is designed for growth-minded individuals who are passionate about financial planning and client service. The Opportunity We’re seeking a detail-oriented, analytical, and client-focused Paraplanner to join our advisory team. In this role, you’ll work closely with senior advisors to prepare for client meetings, build financial plans, and develop investment and insurance strategies. This is a key support role that offers visibility into complex financial planning and an opportunity to grow your career within the industry. Ready to take the next step in your career? We invite qualified local candidates to apply today and become part of a firm that’s as invested in your success as it is in our clients’. Responsibilities: Key Responsibilities • Partner with senior advisors to prepare client deliverables and enhance existing processes. • Draft client meeting agendas, incorporating follow-ups and proactive planning topics. • Analyze investment portfolios, generate performance reports, and identify rebalancing opportunities. • Review life and disability insurance policies and produce updated illustrations when needed. • Support financial planning analysis including retirement projections, cash flow, tax strategies, and education funding using eMoney. • Monitor and evaluate client savings strategies, providing insights and recommendations. • Create investment proposals and insurance illustrations; model planning scenarios. • Assist with money movement tasks (transfers, withdrawals, contributions) in a compliant and accurate manner. • Maintain accurate planning records in our CRM (Wealthbox) and financial planning software. • Stay current on industry best practices, tools, and technology to enhance client service delivery. • Provide general client service support as needed—pitch in where needed with a team-oriented mindset. Qualifications: What We’re Looking For • Bachelor’s degree in Finance, Accounting, Economics, or a related field (preferred). • Prior experience in financial planning or paraplanning. • Working knowledge of investments, insurance, taxes, and estate planning. • Proficiency in Microsoft Office Suite (especially Excel). • Familiarity with eMoney and Morningstar Workstation strongly preferred. • CRM experience, ideally Wealthbox or a similar platform. • Strong organizational skills and attention to detail. • Excellent written and verbal communication skills. • Eagerness to learn and adopt new technology tools. Compensation: $65,000 - $85,000

• Key Responsibilities • Partner with senior advisors to prepare client deliverables and enhance existing processes. • Draft client meeting agendas, incorporating follow-ups and proactive planning topics. • Analyze investment portfolios, generate performance reports, and identify rebalancing opportunities. • Review life and disability insurance policies and produce updated illustrations when needed. • Support financial planning analysis including retirement projections, cash flow, tax strategies, and education funding using eMoney. • Monitor and evaluate client savings strategies, providing insights and recommendations. • Create investment proposals and insurance illustrations; model planning scenarios. • Assist with money movement tasks (transfers, withdrawals, contributions) in a compliant and accurate manner. • Maintain accurate planning records in our CRM (Wealthbox) and financial planning software. • Stay current on industry best practices, tools, and technology to enhance client service delivery. • Provide general client service support as needed—pitch in where needed with a team-oriented mindset.