Investment Specialist

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

• 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

• 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

• 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

• 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

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

• 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)

$90,000 - $140,000 per year

• 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