Jennifer Galluzzo
Share
She enjoys bringing all parties together for a common goal and has an excellent track record of success in relationship management.
Job Title: Client Service Associate
Industry: Financial Services / Insurance
Location: Dunwoody, GA
Compensation: Up to $70K, plus benefits
Employment Type: Full-Time. Hybrid
Overview
We are a well-established boutique financial planning and wealth management firm seeking an experienced and motivated Client Service Associate to join our team. This role is essential in ensuring smooth day-to-day operations, providing administrative support to advisors and management, and delivering a professional experience for clients.
This is a full-time position based in Dunwoody, Georgia, with in-office expectations initially, transitioning to a hybrid work model once ramped up and integrated.
Key Responsibilities
•Provide administrative support to financial advisors
•Manage calendars, schedule appointments, and coordinate meetings
•Prepare and process client documentation, applications, and policy paperwork
•Maintain accurate client records and CRM database (Wealthbox) in compliance with industry regulations
•Handle incoming calls, emails, and client inquiries with professionalism and discretion
•Assist with onboarding new clients and servicing existing accounts
•Coordinate office operations, including virtual filing, supplies, and correspondence
•Support compliance requirements by organizing and maintaining required documentation
•Generate reports, presentations, and spreadsheets as needed
•Cross-train with other agency staff in order to support their various roles when necessary
Qualifications
•3+ years of administrative experience (financial services or insurance industry)
•Strong organizational and multitasking skills with high attention to detail
•Excellent written and verbal communication skills
•Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
•Ability to handle sensitive information with confidentiality
•Experience with CRM systems and insurance/financial software is a plus
Key Competencies
•Professionalism and client-first mindset
•Strong time management and prioritization skills
•Problem-solving ability and initiative
•Adaptability in a fast-paced, regulated environment
What We Offer
•Competitive salary and benefits package
•Opportunities for professional growth and development
•Supportive and collaborative team environment
•Exposure to financial planning and insurance operations
How to Apply
Please submit your resume to Jennifer Galluzzo, Recruiter @ The Piedmont Group, [email protected], for consideration, along with a brief cover letter outlining your directly related experience and interest in the role.
Interviewing now. Ready to hire.
Financial Services Recruiter (In-Office)
Build Talent. Drive Growth. Make an Impact.
The Piedmont Group is seeking an experienced Financial Services Recruiter to join our team in an in-office role. This position is ideal for someone who understands the financial services landscape and is passionate about identifying, attracting, and developing top advisor talent.
You’ll play a key role in supporting firm growth by recruiting high-quality candidates and helping shape the future of our advisor network.
What You’ll Do
*Source, identify, and recruit candidates for financial advisor and wealth management roles
*Develop and manage a consistent pipeline of qualified candidates
*Conduct initial screenings, interviews, and candidate evaluations
*Coordinate and support the full recruitment lifecycle from outreach to onboarding
*Build relationships with prospective candidates and maintain ongoing engagement
*Partner with leadership to understand hiring needs and recruiting strategies
*Attend networking events and career fairs to attract talent
*Maintain accurate records in CRM and applicant tracking systems
What We’re Looking For
*1–3+ years of recruiting experience, preferably in financial services or a related field
*Strong understanding of the financial advisor/wealth management industry
*Excellent communication and interpersonal skills
*Ability to build relationships and influence candidates
*Highly organized with strong attention to detail
*Self-motivated and able to work in a fast-paced, team environment
*Bachelor’s degree preferred
What We Offer
*Competitive base salary up to $60,000 (based on experience) and benefits
*Opportunity to work closely with leadership and impact firm growth
*Collaborative, team-oriented office environment
*Access to recruiting tools and resources
Work Environment
Full-time, in-office position
Professional, collaborative team setting
About The Piedmont Group
The Piedmont Group is a growing financial services firm focused on comprehensive wealth management and holistic financial planning. We are committed to building a strong network of advisors and providing the support and infrastructure needed for long-term success.
Qualified candidates, please email your resume to me, Jennifer Galluzzo, [email protected] for consideration. Top candidates will be contacted. Thank you, Jennifer
Job Title: Insurance Advisor & Client Account Manager
Location: In-office (4 days/week) – Local candidates only
Employment Type: Full-time
We’re looking for a detail-oriented and proactive Insurance Advisor & Client Account Manager to support our operations and client relations. This role sits at the center of our new business workflow—coordinating with third-party vendors, supporting advisor (broker) partners, and ensuring a smooth experience from case submission through completion.
This is a great opportunity for someone with strong organizational skills and a background in insurance or financial services who enjoys problem-solving, communication, and keeping processes on track.
Base salary of $60k plus annual bonus, and benefits stipend for health insurance.
Responsibilities
Oversee and manage relationships with third-party case management vendors
Monitor case progress to ensure timely updates and completion
Troubleshoot and resolve issues related to new business submissions
Serve as a point of contact for advisor (broker) partners, providing responsive and solutions-oriented support
Run basic insurance illustrations and assist with proposal preparation
Handle light client service tasks, ensuring a high-quality client experience
Maintain accurate records and documentation across systems
Qualifications
Professional experience (insurance, financial services, or related field preferred)
Strong organizational skills and attention to detail
Excellent communication and interpersonal skills
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment
Problem-solving mindset with a proactive approach
Comfortable working in-office 4 days per week (local candidates only)
Preferred (but not required)
Prior experience with any type of insurance (life, health, annuities, etc.)
Familiarity with illustrations or case management systems
Licensing
Insurance license is not required to start, but willingness to obtain licensure over time is expected (support will be provided)
Qualified candidates, please email your resume to me, [email protected], for consideration. Top candidates will be contacted.
Thank you.
Licensed Financial Advisor
Company: The Piedmont Group
Location: Dunwoody, GA
About The Piedmont Group
The Piedmont Group is a leading financial services firm dedicated to helping clients achieve their financial goals through integrity, innovation, and personalized guidance. We provide a collaborative, growth-focused environment where advisors can build successful, scalable practices while making a meaningful impact.
The Opportunity
We are seeking a driven, client-focused Licensed Financial Advisor to join our team. In this role, you will help individuals and families define their financial goals, develop tailored strategies, and guide them toward long-term financial success.
This is an excellent opportunity for professionals who want to grow their advisory business with strong support, advanced tools, and a respected platform behind them.
Key Responsibilities
Develop personalized financial plans based on client goals and risk tolerance
Conduct comprehensive financial assessments and recommend appropriate strategies
Build and maintain long-term client relationships through exceptional service
Provide guidance on investment, insurance, and wealth management solutions
Stay informed on market trends and financial products to deliver informed advice
Participate in ongoing training and professional development
Qualifications
Authorized to work in the United States
No need for Visa sponsorship
Must be a local candidate
Obtain licensure prior to onboarding: Life & Health, SIE, and 66
Prior sales experience and/or bachelor's degree
Clean Form U4 (no disclosures)
Strongly preferred:
Strong understanding of financial planning, investment strategies, and risk management
Prior financial advisor experience
Qualified candidates, please complete the
following assessment, The Culture Index Survey, https://go.cultureindex.com/p/mnMEGHpEhshQvjAl . We are asking you to complete the survey to better identify your strengths, assist us in better management and development processes and measure work-related behaviors. It is quick and easy. Be sure to select enough adjectives as it will not record otherwise. Please email me to notify me once you have completed the survey and share your resume, [email protected].
Thank you.
Compensation
$70,000 – $150,000 per year (performance/commission-based)
Why Join The Piedmont Group
Build your business with the support of an established firm
Access to proven systems, training, and operational infrastructure
A collaborative environment focused on advisor success
Opportunity for long-term growth, scalability, and independence
Our Value to Advisors
At The Piedmont Group, we offer more than a platform—we provide a partnership. You maintain control of your business while gaining the resources and support needed to grow it effectively.
Independence supported by infrastructure. Growth driven by partnership.
Interviewing now and ready to hire an Office Manager
at The Piedmont Group, Birmingham location
Job Title: Office Manager
Location: In-office in Birmingham, AL
Salary: $45,000 – $50,000
About the Firm:
We are an established and growing financial services firm in Birmingham, AL, known for a client-first approach, professionalism, and collaborative culture. Our team values precision, discretion, and high standards—and we’re looking for someone who takes pride in running an organized, high-performing office.
The Opportunity:
As Office Manager, you will be the operational backbone of the office, ensuring a seamless experience for both clients and internal team members. You’ll work closely with leadership, support key business functions, and play a direct role in maintaining the firm’s professional standards.
This role is ideal for someone who is highly organized, proactive, and enjoys being trusted with responsibility in a professional environment.
What Sets You Apart:
You take ownership of your work and follow through without oversight
You bring structure and efficiency to everything you manage
You genuinely enjoy supporting a team and improving operations
What We Offer:
Competitive salary $45,000 – $50,000
A stable, professional, and respectful work environment
Direct exposure to leadership and business operations
Responsibilities
Oversee and optimize day-to-day office operations
Act as a trusted administrative partner to leadership
Provide assistance to advisors, as needed
Manage calendars, scheduling, and meeting logistics with precision
Serve as a professional point of contact for clients (phone, email, in-person)
Maintain an organized office environment, systems, and processes
Coordinate vendors, office supplies, and facilities needs
Prepare documents, reports, and maintain accurate records
Support internal projects, meetings, and client events
Qualifications
2+ years of experience in office management, executive support, or administrative roles
Strong organizational skills with close attention to detail
Professional communication skills and polished demeanor
Ability to anticipate needs and solve problems proactively
High level of discretion and integrity
Proficiency in Microsoft Office (especially Outlook, Excel, Word)
Experience in financial services or a professional services environment is a strong plus
Qualified candidates, please submit your resume to me, [email protected] for consideration and please click on the link to complete the following assessment, The Culture Index Survey, https://go.cultureindex.com/p/mnMEGHpEhshQvjAl . We are asking you to complete the survey to better identify your strengths, assist us in better management and development processes and measure work-related behaviors. It is quick and easy. Be sure to select enough adjectives as it will not record otherwise. Please email me to notify me once you have completed the survey.
Thank you.
About The Piedmont Group
Why Advisors Choose The Piedmont Group
At The Piedmont Group, advisors gain a true strategic partner—one that respects your experience, supports your vision, and helps you build a stronger, more scalable business.
Independence supported by infrastructure. Growth driven by partnership.
If you're ready to elevate your practice while maintaining control of your business, we’d welcome the opportunity to start the conversation.
The Piedmont Group, Dunwoody, GA, US
The Piedmont Group, in Dunwoody, is actively interviewing and ready to hire a Paraplanner. Salary range is $65,000 - $85,000, commensurate with experience, plus benefits. Local candidates only.
About Us
We are a well-established boutique financial planning and wealth management firm seeking an experienced and motivated Paraplanner to join our team. This role is central to supporting one of the firm's lead advisors in managing and growing a high-value book of business.
This is a full-time position based in Dunwoody, with in-office expectations initially, transitioning to a hybrid work model once ramped up and integrated. We are committed to delivering exceptional service and creating a seamless experience for clients while maintaining the highest standards of professionalism and care.
Position Overview
We are seeking a detail-oriented and growth-minded Paraplanner to join our advisory team. This individual will play a key role in supporting client relationships by preparing for review meetings, assisting in the development of comprehensive financial plans, and ensuring that investment and insurance strategies are clearly presented to clients.
The Paraplanner will work closely with senior advisors to create agendas, prepare analyses, and provide recommendations that help clients make informed financial decisions. This is an ideal role for someone who is technically strong, organized, and eager to deepen their expertise in financial planning while contributing directly to client success
Responsibilities
Collaborate with senior advisors to gain an understanding of current client presentations and deliverables and contribute to their ongoing refinement and improvement.
Prepare client meeting agendas that include follow-ups from prior meetings, current financial priorities, and proactive planning topics.
Generate and analyze investment reports for accounts under management, highlighting performance, allocation, and opportunities for rebalancing or repositioning.
Review in-force life and disability insurance policies, producing policy illustrations and identifying opportunities for updates or adjustments.
Assist in financial planning analysis, including cash flow, retirement projections, education funding, tax-sensitive strategies, and insurance needs, utilizing our eMoney platform.
Evaluate client savings strategies, track contribution levels, and provide insights on whether savings are aligned with goals.
Create investment proposals and insurance illustrations, work with advisors to model scenarios, and prepare presentations for client meetings.
Assist with money movement requests (transfers, contributions, withdrawals, distributions), ensuring accuracy and compliance.
Maintain accurate planning records and ensure all documents, reports, and analyses are updated in the financial planning software and CRM.
Stay current with financial planning software tools, investment platforms, and industry best practices to continually enhance client service and efficiency.
Have a “roll up your sleeves” attitude to help with any client support issues that arise along the way.
Qualifications
Bachelor’s degree in finance, accounting, economics, or a related field is preferred.
Prior experience in financial planning, paraplanning, or a similar role.
General understanding of insurance, investments, taxes, and estate planning.
Proficiency in Microsoft Office (Outlook, Word, Excel).
Experience using eMoney and Morningstar Workstation is highly preferred.
Experience with a CRM system (Wealthbox or similar).
Excellent organizational skills and attention to detail.
Strong communication and interpersonal skills.
Ability to learn and adopt new tech tools as needed.
Compensation: $65,000 - $85,000
Why Join Our Team
Play a critical role in delivering an exceptional client experience.
Collaborate directly with advisors in a boutique, client-focused environment.
Be part of a firm that values precision, professionalism, and long-term relationships.
Opportunities for growth in the financial planning and client service profession, and support for your professional development.
Qualified candidates ~ please email your resume to email me, [email protected] with the SUBJECT LINE: Paraplanner.
Thank you.
05/02/2025
Imagine having the best of both. | Kathie Harman Imagine having the best of both.
05/01/2025
#advisorlife #businessgrowth #practicemanagement #entrepreneurship… | Ian Carbone What would change if you thought of your business like a client? Seriously—what if you gave it the same time, structure, and care you give your clients? Because most advisors I know are incredible at building plans… for everyone else. But your business deserves a strategy too. One that reflects:...
04/30/2025
#thepiedmontgroup #massmutual #freshmanfive | The Piedmont Group Congratulations to Jackson T. Reynolds for being named one of MassMutual’s 2024 Freshman Five! This respected recognition is awarded to five new advisors nationwide who exceeded expectations in their first year by writing 20+ LAD policies. Jackson’s strength is in his consistency. He shows up ev...
03/06/2025
Our Piedmont Group team is growing and looking to hire an experienced Wealth Management Advisor in Atlanta, GA, to provide customized solutions for a diverse clientele. We take pride in our strong ethical standards and our commitment to exceptional customer service. Our mission is to help clients achieve financial security and prosperity through tailored solutions.
Here is a short video of our President, Joe Schreck speaking about our company values, https://www.facebook.com/watch/?v=1244669003065067
The Opportunity
We are looking for a skilled Comprehensive Wealth Management Advisor to join our dynamic team. The ideal candidate will develop personalized financial management strategies and cultivate close relationships with clients to meet their needs and financial goals
Key Responsibilities
*Create comprehensive financial plans, offering guidance on investments, insurance, retirement, tax, and estate planning.
*Build and nurture strong relationships with clients, proactively addressing their needs and concerns.
*Collaborate with team members to implement strategies and ensure high-quality service.
*Monitor and adjust clients' financial plans based on changes in their circumstances and market conditions.
*Comply with industry regulations and stay informed about market trends and relevant financial information.
Desired Qualifications
*At least 3 years of experience in wealth management or financial planning.
*Bachelor’s degree in Finance, Economics, or a related field.
*Preferred licensing: LAH, Series 7 & 66
-MMPE1
Click here to claim your Sponsored Listing.
Category
Contact the business
Telephone
Website
Address
6 Concourse Parkway
Atlanta, GA
30328