Financial Advisor Assistant

Financial Advisor Assistant

Location: Dunwoody, GA

Job Type: Full-Time, permanent

Salary: up to $60K, depending on experience

Hybrid: After training ~ 2 days remote, 3 days in the office

We are seeking a highly organized, detail-oriented Financial Advisor Assistant to support a growing financial advisory practice. This role is critical to delivering a high-quality client experience while helping advisors operate efficiently. The ideal candidate is proactive, dependable, and comfortable managing both administrative and client-facing responsibilities in a fast-paced environment.

Client Service Relationship Support

• Serve as a primary point of contact for client service requests (account updates, beneficiary changes, transfers, etc.)
• Prepare and process new account paperwork and ensure accuracy/compliance
• Coordinate client meetings, including scheduling, confirmations, and follow-up
• Assist in onboarding new clients and maintaining client records
• Handle client inquiries with professionalism and responsiveness

Advisor Operational Support

• Prepare materials for client meetings (reports, presentations, financial plans)
• Maintain CRM system with accurate and up-to-date client information
• Track and manage workflow for ongoing client tasks and deadlines
• Assist with compliance-related documentation and recordkeeping
• Support marketing efforts such as client communications, event coordination, and outreach

Administrative Duties

• Manage calendars, emails, and general office coordination
• Organize digital files
• Liaise with custodians, insurance companies, and other partners
• Ensure smooth day-to-day office operations

Key Attributes

• High level of professionalism and confidentiality
• Strong problem-solving mindset
• Self-starter with the ability to anticipate needs
• Team-oriented with a client-first attitude
• Compensation Benefits
• Competitive salary based on experience
• Bonus opportunities
• Health benefits and retirement plan options
• Paid time off and holidays
• Opportunities for professional growth and licensing support

$60,000

Client Service Relationship Support

• Serve as a primary point of contact for client service requests (account updates, beneficiary changes, transfers, etc.)
• Prepare and process new account paperwork and ensure accuracy/compliance
• Coordinate client meetings, including scheduling, confirmations, and follow-up
• Assist in onboarding new clients and maintaining client records
• Handle client inquiries with professionalism and responsiveness

Advisor Operational Support

• Prepare materials for client meetings (reports, presentations, financial plans)
• Maintain CRM system with accurate and up-to-date client information
• Track and manage workflow for ongoing client tasks and deadlines
• Assist with compliance-related documentation and recordkeeping
• Support marketing efforts such as client communications, event coordination, and outreach

Administrative Duties

• Manage calendars, emails, and general office coordination
• Organize digital files
• Liaise with custodians, insurance companies, and other partners
• Ensure smooth day-to-day office operations

• 2+ years of administrative or client service experience (financial services preferred)
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Ability to manage multiple priorities and meet deadlines

Preferred:

• Experience with CRM systems (e.g., Redtail, Salesforce, Wealthbox)
• Familiarity with financial products (investments, insurance, retirement plans)
• Securities licenses (Series 6, 7, or 65/66) or willingness to obtain
• Experience with financial planning software

Why Financial Advisors Choose The Piedmont Group

We Offer Our Advisors:

• Medical, Dental, Life, and disability insurance, and pension plans for all eligible employees
• Opportunity to obtain a DBA and grow your team. If you own a DBA or advisory group, we support you by growing your existing career
• Aggressive, performance-driven, and bonus-structured compensation
• Licensure sponsorship/reimbursement
• Your existing and new business is yours
• We are a non-captive agency
• Concierge-level advisor services
• Innovative tools and technology to scale your practice
• 100+ seasoned advisors that can mentor & assist in business growth

At The Piedmont Group, advisors gain a true strategic partner—one that respects your experience, supports your vision, and helps you build a stronger, more scalable business.

Independence supported by infrastructure. Growth driven by partnership.