Financial Planning Director

3 weeks ago


Atlanta, Georgia, United States The Piedmont Group Full time
Lead Financial Planner Opportunity

The Piedmont Group is seeking a seasoned Financial Planning Director to oversee our planning department in Dunwoody. As a key member of our team, you will be responsible for leading a team of experienced financial planners and driving departmental growth. This is a salaried staff position with full benefits and PTO.

Key Responsibilities

• Lead the planning department and manage workload distribution
• Develop and implement strategies to meet quarterly and annual goals
• Serve as a liaison between the CEO's office and our advisors

Requirements

• Must be a fully licensed Certified Financial Planner
• Must be able to work in our Dunwoody office (1050 Crown Point Pkwy)
• Proven experience in managing a team of financial planners
• Compensation is negotiable based on qualified experience

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