Licensed Investment Coordinator — In-Office Ops Advisors
Job in
Dunwoody, DeKalb County, Georgia, USA
Listed on 2026-03-12
Listing for:
The Piedmont Group
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
A financial services firm located in Dunwoody seeks an experienced Investment Coordinator to provide operational support for a team of Financial Advisors. The ideal candidate will hold active financial services licenses and have experience in wealth management or investment operations. Responsibilities include processing business requests and ensuring a seamless client experience. The position offers a competitive salary of $50,000 to $80,000 and a comprehensive benefits package.
Applicants must be detail-oriented and technologically adept.
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