Investment Coordinator
Job in
Dunwoody, DeKalb County, Georgia, USA
Listed on 2026-02-17
Listing for:
The Piedmont Group
Full Time
position Listed on 2026-02-17
Job specializations:
-
Finance & Banking
Business Administration, Office Administrator/ Coordinator
Job Description & How to Apply Below
Interviewing now and ready to hire an experienced 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.
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 focuses on assisting with investment account processes, trading, and portfolio support, and compliance‑related activities tied to Series 7 and Series 66‑regulated business.
Compensation & Benefits- Competitive salary based on experience
- Benefits package including [health, retirement, PTO, etc.]
- Opportunities for professional development and licensing support
$50,000 - $80,000
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