Have your Life & Health License, Series 7/6, and looking for a salary role? The Piedmont Group, a leading financial services firm in Dunwoody, GA, is seeking a talented and motivated Licensed Financial Planning Specialist to join our planning department staff. With a competitive salary range of $50,000 - $70,000 per year (based on experience), this is an exciting opportunity for a licensed representative to grow their career and make a meaningful impact. As a Financial Planning Specialist you will work closely with our team of experienced advisors to provide comprehensive financial planning services to our clients. While this is not a sales position, your responsibilities will include analyzing financial data, preparing reports, and assisting in the development of financial strategies. With our supportive and collaborative work environment, you will have the opportunity to enhance your skills and contribute to our clients' financial success. Take the next step in your career and be part of our success story. Responsibilities: • Develops and maintains the Presentation tool within the financial planning software • Acts as an internal consultant to provide subject matter expertise to FAs, their clients and outside trusted advisors Qualifications: • SIE, Series 6, & 7 are highly desired • If not currently licensed the candidate must be able to obtain them within 90 days. • You must be able to commute to our Dunwoody office M-Fri 8:30a-5p • You must either have U.S. Citizenship or a Green Card & live in the United States Compensation: $50,000 - $70,000 yearly

• Develops and maintains the Presentation tool within the financial planning software • Acts as an internal consultant to provide subject matter expertise to FAs, their clients and outside trusted advisors