Licensed Investment Coordinator

The Piedmont Group • Dunwoody, GA

11d • $50,000 - $80,000 • Onsite

About The Position

Interviewing now and ready to hire an experienced, licensed Investment Coordinator for our Dunwoody office. This opportunity offers a salary of $50,000-$80,000, depending on the level of experience and licensure. It is an in-office position supporting 10 Financial Advisors to process business, on an as-needed basis. Must be licensed and technologically savvy, with a strong attention to detail. The Investment Coordinator plays a key support role within the financial services firm, providing operational, administrative, and client service support to advisors and investment professionals. This position will keep the back-end operations and client experience running smoothly by processing all of the business for the advisors (data entry).

Requirements

• Securities Licensed
• Bachelor’s degree or equivalent professional experience
• Experience in financial services, investment operations, or advisor support
• Strong understanding of investment products and account types
• High attention to detail and strong organizational skills
• Proficiency with CRM systems, custodial platforms, and Microsoft Office
• Series 7 and/or Series 66 license
• Knowledge of FINRA and SEC regulations
• Experience with portfolio management or trading systems
• Strong communication and interpersonal skills
• Ability to manage multiple priorities in a fast-paced environment
• High level of integrity and discretion
• Team-oriented with a proactive mindset
• Client-focused and service-driven

Responsibilities

• Investment Advisor Support
• Compliance
• Regulatory Support
• Client Service
• Administrative
• Operational Support

Benefits

• Benefits package including [health, retirement, PTO, etc.]
• Opportunities for professional development and licensing support

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level