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Wealth Planning & Investment Associate

Job in Dunwoody, DeKalb County, Georgia, USA
Listing for: The Piedmont Group - MassMutual Perimeter
Full Time position Listed on 2026-11-14
Job specializations:
Salary/Wage Range or Industry Benchmark: 90000 - 140000 USD Yearly USD 90000.00 140000.00 YEAR

Job Description & How to Apply Below

A financial services firm in Dunwoody, GA, is seeking an experienced Investment Specialist to support lead advisors in investment management and client planning. The role requires a minimum of 5 years of experience and offers a competitive salary with bonuses. Successful candidates will excel in collaboration and possess strong financial acumen. Transition to a hybrid work model available after initial integration.
As a Wealth Planning & Investment Associate, you will play an important part at The Piedmont Group - Mass Mutual Perimeter in Dunwoody, GA, United States. Please review the full job details above before applying. If your experience matches this role, we encourage you to apply. All applications are reviewed carefully by our team. The position is based in Dunwoody, GA, United States.

This opportunity is part of our work in Finance.

Position Requirements

10+ Years work experience
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