Wealth Planning & Investment Associate

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

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.