Jennifer Galluzzo

Jennifer Galluzzo She enjoys bringing all parties together for a common goal and has an excellent track record of success in relationship management.

Recruiter @ The Piedmont Group

Jennifer is focused on hiring Financial Advisors and licensed Life & Health professionals, as well as those who are looking to get licensed in Securities and Life & Health. Jennifer is focused on hiring Financial Advisors and licensed Life & Health professionals, as well as those who are looking to get licensed in Securities and Life & Health. With over 15 years of

experience in customer service with an emphasis on recruiting, her expertise lies in talent management, change management, and strategic initiatives. Jennifer's a goal-driven professional and an experienced team-builder who is well-connected in Atlanta.

07/29/2026

Interviewing now. Ready to hire an experienced Insurance & Financial Services Training Manager.

Full-Time, permanent, in-office position in Dunwoody, GA. Local candidates only. Offering $60K - $75K, depending on the level of experience, plus competitive benefits.

We are a growing financial services firm dedicated to developing high-performing professionals through exceptional training, coaching, and leadership development. We are seeking an organized, energetic, and results-driven Training Manager to lead the coordination, delivery, and management of our training programs.

If you are passionate about developing people, enjoy coordinating events and educational programs, and thrive in a fast-paced environment, we'd love to hear from you.

The Training Manager is responsible for planning, coordinating, and delivering training programs that support the growth and development of our financial professionals. This role ensures all training initiatives are organized, engaging, and executed efficiently while maintaining high participation and accountability across the firm.

Qualifications
*Local candidates only.
*Life insurance background is required.
*Bachelor's degree preferred or equivalent professional experience.
*Experience in training, learning and development, education, or program coordination.
*Financial services industry experience.
*Excellent organizational and project management skills.
*Strong presentation and public speaking abilities.
*Outstanding written and verbal communication skills.
*Ability to manage multiple priorities while meeting deadlines.
*Self-motivated, detail-oriented, and highly dependable.

Responsibilities
*Schedule and coordinate firm-wide trainings.
*Plan, schedule, and manage daily and weekly training meetings.
*Identify, recruit, and coordinate guest speakers and subject matter experts for training events.
*Schedule, manage, & teach orientation sessions for new team members.
*Manage all aspects of the onboarding training process for new entry-level and experienced representatives.
*Enroll new hires in all required training programs and ensure timely completion.
*Schedule and coordinate test-outs and competency evaluations.
*Weekly attendance for all mandatory meetings and training sessions.
*Monthly attendance for all mandatory meetings and training sessions.
*Maintain accurate training records, attendance reports, and compliance documentation.
*Collaborate with leadership to continuously improve training content, schedules, and participant engagement.
*Ensure training calendars, communications, and learning resources are current and distributed on time.

Qualified candidates, apply today to become a key part of our leadership and training team. Please submit your resume to [email protected], with the SUBJECT LINE: Training Manager, for consideration. Top candidates will be contacted. Thank you.

04/29/2026

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.

04/29/2026

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

04/22/2026

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.

03/26/2026

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.

03/26/2026

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.

Address

6 Concourse Parkway
Atlanta, GA
30328

Telephone

+17703349469

Website

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