Financial Advisor Manager Fluent Korean
Apply NowCompany: The Piedmont Group
Location: Atlanta, GA 30349
Description:
Description
Are you a seasoned Financial Advisor looking to step into a leadership role & grow your practice? The Piedmont Group in Atlanta, GA, is seeking a Bilingual Financial Advisor Manager, who is fluent in Korean,to join our esteemed team. With a competitive salary, based on experience, you'll lead a talented group of advisors to success. As the Financial Advisor Manager, you will spearhead strategic planning, mentor advisors, and ensure exceptional client service. Your expertise will drive financial growth and client satisfaction, making a significant impact on both our team and the clients we serve. Join us at The Piedmont Group and elevate your career to new heights in the heart of Atlanta's financial district.
Responsibilities
This is a production role & leadership role
Develop and implement financial strategies for bilingual clients to help them achieve their monetary goals.
Conduct regular reviews of client accounts to ensure they are on track with their financial objectives.
Provide guidance and advice on investment opportunities in both English and Spanish to cater to bilingual clients.
Manage a team of financial advisors, providing leadership and support to ensure client satisfaction and team success.
Collaborate with other departments to create comprehensive financial plans that align with client's individual needs and preferences.
Qualifications
Must be fluent in Korean
Must have Life & Health License, SIE, 63/66, and 7
Must have experience producing and leading in this financial industry
Are you a seasoned Financial Advisor looking to step into a leadership role & grow your practice? The Piedmont Group in Atlanta, GA, is seeking a Bilingual Financial Advisor Manager, who is fluent in Korean,to join our esteemed team. With a competitive salary, based on experience, you'll lead a talented group of advisors to success. As the Financial Advisor Manager, you will spearhead strategic planning, mentor advisors, and ensure exceptional client service. Your expertise will drive financial growth and client satisfaction, making a significant impact on both our team and the clients we serve. Join us at The Piedmont Group and elevate your career to new heights in the heart of Atlanta's financial district.
Responsibilities
This is a production role & leadership role
Develop and implement financial strategies for bilingual clients to help them achieve their monetary goals.
Conduct regular reviews of client accounts to ensure they are on track with their financial objectives.
Provide guidance and advice on investment opportunities in both English and Spanish to cater to bilingual clients.
Manage a team of financial advisors, providing leadership and support to ensure client satisfaction and team success.
Collaborate with other departments to create comprehensive financial plans that align with client's individual needs and preferences.
Qualifications
Must be fluent in Korean
Must have Life & Health License, SIE, 63/66, and 7
Must have experience producing and leading in this financial industry