Experienced Licensed Wealth Management Advisor jobs in United States
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The Piedmont Group · 9 hours ago

Experienced Licensed Wealth Management Advisor

positionDunwoody, GA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$70K/yr - $160K/yr

The Piedmont Group is a firm that partners with experienced advisors looking for a stronger platform to support their growth. They provide resources while allowing advisors to maintain control of their business and relationships, focusing on scaling and building a lasting legacy.

Financial Services
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Growth Opportunities

Qualification

Wealth ManagementCompliance SupportOperations SupportMarketing SupportSuccession PlanningRecruitingStrategic ThinkingIntentional ScalingLegacy Building

Required

Experienced Licensed Wealth Management Advisor
Operating established practices
Seeking enhanced infrastructure
Looking for strategic support in compliance, operations, marketing, succession planning, or recruiting
Focused on scaling intentionally, strengthening enterprise value, and building a lasting legacy

Company

The Piedmont Group

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At The Piedmont Group, we help you achieve your financial goals.
dateFounded in 2012
location
Atlanta, Georgia, USA
people-size51-200 employees
web-link
https://www.thepiedmontgroups.com

Funding

Current Stage
Growth Stage

Leadership Team

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Bill McQuaid,CLU,ChFC
President & CEO
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Marisa French
Chief Financial Officer
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Company data provided by crunchbase