Bilingual Licensed Wealth Manager (English + Korean, Chinese, or Vietnamese)

Location: Peachtree Corners, GA

Company: The Piedmont Group

The Piedmont Group is seeking motivated, bilingual Licensed Wealth Managers fluent in English and Korean, Chinese, or Vietnamese to serve and grow within diverse communities in the Peachtree Corners area.

In this role, you will help individuals, families, and business owners manage, protect, and grow their wealth. You’ll develop tailored financial strategies, build lasting client relationships, and provide guidance across a broad range of investment and financial solutions.

This opportunity is ideal for professionals who are driven, relationship-oriented, and passionate about delivering meaningful financial guidance while building a successful advisory practice.

What Sets This Opportunity Apart

• Full ownership of client relationships and data
• Freedom to build, manage, and market your personal brand with team support
• Access to industry-leading technology, training, and practice management tools
• Opportunities to join established advisory teams aligned with your experience

Why Join The Piedmont Group

• Competitive, performance-based compensation with comprehensive benefits
• Robust training programs and ongoing professional development
• Access to in-house expertise, including:
• Fee-Based Wealth Management
• Estate Planning
• Business Planning
• High Net Worth Strategies
• Collaboration with an in-house Financial Planning team
• Clear path for career advancement and leadership opportunities
• Flexible work environment that supports work-life balance

If you’re a bilingual financial professional ready to grow your practice and make a meaningful impact in your community, we encourage you to apply and explore opportunities with The Piedmont Group.

• Build and maintain long-term client relationships
• Assess client financial goals and develop personalized financial plans
• Provide guidance on investments, insurance, and wealth management strategies
• Manage and expand a client base
• Deliver exceptional client service while ensuring regulatory compliance
• Partner with internal specialists to deliver comprehensive planning solutions

• Bilingual in English and Korean, Chinese, or Vietnamese
• Authorized to work in the United States (no visa sponsorship available)
• Must be a local candidate
• Willingness to obtain certain licensure
• Prior sales experience and/or a bachelor’s degree preferred
• Ideal for individuals seeking an organization that aligns with their long-term goals
• Clean Form U4 (no disclosures)

Strongly preferred:  

• Strong understanding of financial planning, investment strategies, and risk management
• Prior financial advisor experience

Why Financial Advisors Choose The Piedmont Group

We Offer Our Advisors:

• Medical, Dental, Life, and disability insurance, and pension plans for all eligible employees
• Opportunity to obtain a DBA and grow your team. If you own a DBA or advisory group, we support you by growing your existing career
• Aggressive, performance-driven, and bonus-structured compensation
• Licensure sponsorship/reimbursement
• Your existing and new business is yours
• We are a non-captive agency
• Concierge-level advisor services
• Innovative tools and technology to scale your practice
• 100+ seasoned advisors that can mentor & assist in business growth

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.