Investment Specialist

The Piedmont Group - MassMutual Perimeter; Dunwoody (GA); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive base salary

Bonus opportunities

Stipend and retirement plan matching

Ongoing professional development support

Job summary

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.

Qualifications

• Minimum of 5 years related work experience.
• Demonstrated knowledge of financial planning concepts and asset allocation.
• Prior experience working in or supporting an RIA or wealth management firm.

Responsibilities

• Support the lead advisor in managing and growing a high-value book of business.
• Create and maintain a suite of investment models deployable across client portfolios.
• Collaborate with lead advisor to develop and present comprehensive financial plans.

Skills

Investment strategies

Financial planning

Client communication

Organizational skills

Detail-oriented

Education

Bachelor's degree in finance, economics, accounting, or related field

CFA, CFP or relevant designation

Tools

Wealthbox (CRM)

Morningstar Advisor Workstation

Envestnet

Orion Advisor

eMoney Advisor

Riskalyze (Nitrogen)

Microsoft Excel (advanced skills)

Job description

Overview

The Piedmont Group in Dunwoody, GA, is actively interviewing and ready to hire an Investment Specialist. This is a full-time role based in Dunwoody, with in-office expectations initially and a transition to a hybrid work model once ramped up and integrated. The Investment Specialist will support one of the firm’s lead advisors in managing and growing a high-value book of business, serving as the advisor’s right hand for investment management, client meetings, and planning execution.

Location & Compensation

• Location: Dunwoody, GA — Initial in-office presence required; hybrid flexibility available once integrated and performing successfully
• Compensation: Competitive base salary with bonus opportunity; $90,000 - $140,000, commensurate with experience
• Benefits: Stipend and retirement plan matching are provided

Key Responsibilities

Investment Strategies and Model Management

• Create, maintain, and monitor a suite of investment models deployable across client portfolios
• Align investment model construction with firm philosophy, client goals, and tax considerations
• Evaluate investment offerings to determine best fit for client needs and preferences
• Coordinate with custodians, platform providers, and third-party investment managers as needed
• Stay informed on capital markets, investment trends, and third-party strategies available through platforms like Envestnet and Orion
• Prepare client-ready reports and summaries for record keeping and review meetings

Client Facing Planning and Communication

• Collaborate with lead advisor to develop, present, and refine comprehensive financial plans for clients
• Join the lead advisor in client meetings as the investment and planning subject-matter expert
• Assist with client onboarding and transitions, including account setup and portfolio implementation
• Conduct regular investment performance reviews and client meetings (in-person and virtual)
• Explain portfolio strategy, planning assumptions, performance data, and investment rationale to clients
• Provide proactive client service and respond to client inquiries regarding investment strategy and market conditions

Advisor Partnership and Business Growth

• Act as an extension of the lead advisor, helping manage financial planning and investment-related responsibilities and follow-ups
• Track and help report on AUM, new client flows, client goals, investment allocations, and task completion
• Serve as the operational and strategic planning liaison, ensuring advisor focus remains on client relationships and business growth

Qualifications

Education & Experience

• Minimum of 5 years related work experience
• Bachelor’s degree in finance, economics, accounting, or related field
• CFA, CFP, or other relevant designation is a strong plus
• Demonstrated knowledge of financial planning concepts, asset allocation, and investment due diligence
• Prior experience working in or supporting an RIA or wealth management firm
• Exposure to insurance products (life, disability, long-term care) is a plus

Technology Proficiency

Must be fluent—or ready to become fluent—in the following platforms:

• Wealthbox (CRM)
• Morningstar Advisor Workstation
• Envestnet
• Orion Advisor
• eMoney Advisor
• Riskalyze (Nitrogen)
• Microsoft Excel (advanced skills required)
• Ability to learn and adopt new tech tools as needed

Ideal Candidate Traits

• Highly organized and detail-oriented, with a commitment to teamwork, integrity, and client-first service
• Strong collaborator with a no-job-is-too-small mindset and dedication to meeting client and organizational needs
• Strong communication and presentation skills; ability to explain complex investment strategies in simple terms
• Ability to multi-task with good time management, juggling model oversight, tech updates, and client prep
• Forward-thinking with the ability to stay ahead of trends, optimize systems/workflows, and customize advice that adds real value
• Goal-driven with understanding of how investment management ties into firm and client objectives (AUM growth, net flows, strategic progress)

Compensation

$90,000 - $140,000 per year

About The Piedmont Group

Why Join The Piedmont Group?

• Play a critical role in delivering personalized, high-quality financial planning
• Work in a boutique environment where your work has a direct impact
• Collaborate with experienced advisors and deepen your industry knowledge
• Join a firm that values professionalism, precision, and long-term client relationships
• Support for ongoing professional development and career growth