Job Description
Job Description
Licensed Investment Coordinator
Location: Dunwoody, GA (In-Office)
Company: The Piedmont Group
Salary: $50,000 – $80,000 (based on experience and licensure)
The Piedmont Group is seeking a licensed financial services professional to join our Dunwoody office as an Investment Coordinator. This full-time, in-office position supports a team of Financial Advisors to keep the back-end operations and client experience running smoothly by processing all their business (data entry).
This role is ideal for someone who is detail oriented, tech savvy and wants to work closely with advisors while helping ensure a smooth and professional client experience.
Compensation:
$50,000 - $80,000
Responsibilities:
- Provide operational and administrative support to a team of Financial Advisors
- Process new investment accounts, transfers, and service requests
- Assist with investment paperwork, documentation, and account servicing
- Maintain accurate client records and ensure compliance with firm and regulatory requirements
- Coordinate with advisors and internal departments to facilitate timely processing of client requests
- Support client service needs and assist with follow-ups and account updates
- Help maintain efficient workflows and operational organization across the advisor team
Qualifications:
- Active Securities Licensed
- Previous experience in wealth management, brokerage operations, or financial services
- Familiarity with investment account processing and client service support
- Strong attention to detail and ability to manage multiple priorities
- Comfortable working with financial platforms, CRM systems, and digital processing tools
- Strong communication and organizational skills
- High level of integrity and discretion
- Team-oriented with a proactive mindset
- Client-focused and service-driven
About Company
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.