Wealth Management Advisor

Innovative Wealth Management Partnership with The Piedmont Group in Dunwoody, GA.

Shape the future of your practice with flexibility, support, and cutting-edge solutions

You've built a strong foundation in your career—now it’s time to elevate your wealth management practice with a partner that values your vision, experience, and entrepreneurial spirit. Join a firm where innovation isn’t just a buzzword—it's built into everything we do.

We’re seeking experienced Wealth Managers who want the freedom to grow their business their way, while benefiting from the strength of our brand, our comprehensive financial solutions, and a technology-forward infrastructure.

If you’re a driven, client-focused professional ready to accelerate your growth, we offer:

• Next-generation technology platforms that streamline client interactions, portfolio management, and reporting

• A full suite of in-house investment, insurance, and retirement planning solutions—shaped by advisor input, built for client needs

• Open-architecture access to third-party insurance carriers to ensure comprehensive client coverage

• Specialized support for business owner clients, with tools and strategies that help deepen relationships and stand out from the competition

• White-glove operational and compliance support, including underwriting, service, and advanced planning resources

• Dedicated wealth planning, trust, and estate specialists to help deliver customized, high-net-worth strategies

• Strategic alliance opportunities to expand your reach and referral base

Why Wealth Managers Choose Us

We’re not just another financial firm—we’re a partner in your long-term success. Here’s what you can count on:

• Innovation – Stay ahead with continuous investments in technologies that simplify your business

• Flexibility – Build your practice the way that aligns with your goals, without rigid mandates

• Impact – Expand your influence across families, generations, and communities

• A seat at the table – Your voice matters, and your insights help shape our future

• A clear path to success – We’ll help you realize your vision with personalized support and guidance

• True transparency – We believe in open, honest relationships grounded in mutual respect

Let’s Talk

Make the move to a firm that empowers wealth managers with the tools, resources, and autonomy to grow. Contact us today to explore a seamless transition and unlock your practice’s full potential.