Investment Specialist

Our client is a well-established boutique financial planning and wealth management firm seeking an experienced and motivated Investment Specialist to join our team. This role is central to supporting one of the firm's lead advisors in managing and growing a high-value book of business.

You'll be the advisor's right hand when it comes to investment management, client meetings, and planning execution, helping ensure seamless service, proactive strategy, and scalable growth. The ideal candidate brings both technical expertise and a service mindset, capable of building trust with clients and contributing meaningfully to the growth and evolution of our business.

This is a full-time position based in Atlanta, with in-office expectations initially, transitioning to a hybrid work model once ramped up and integrated.

Key Responsibilities

Investment Strategies and Model Management

• Create, maintain, and monitor a suite of investment models that can be deployed across client portfolios
• Align investment model construction with firm philosophy, client goals, and tax considerations
• Evaluate all investment offerings available to the firm to determine which best suit 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 to be used for record keeping and review meetings

Client Facing Planning and Communication

• Collaberate 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)
• Clearly 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

• Bachelors degree in finance, economics, accounting, or related field
• CFA designation strongly preferred (or significant progress towards completion)
• Minimum of 5 years related work experience
• 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 strong plus

Technology Proficiency

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

• Wealthbox (CRM)
• Morningstar Advisor Workstation
• Envestnest
• 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
• A strong and adaptable collaborator, with a no-job-is-too-small mentality and a dedication to meeting client and organizational needs whatever it takes
• Strong communication and presentation skills with the ability to explain complex investment strategies in simple terms
• Ability to multi-task with good time management skillsable to juggle model oversight, tech updates, and prep work for multiple clients in an efficient manner
• Forward-thinking with the ability to stay ahead of trends, optimize systems and workflows, and customize advice that adds real value to our clients' financial landscape
• Goal-driven, with an understanding of how investment management ties into the broader firm and client objectives, AUM growth, net flows, and strategic progress

Location & Compensation

• Location: Atlanta, GA. Initial in-office presence required; hybrid flexibility available once integrated and performing successfully
• Compensation: Competitive base salary starting at $110k with bonus opportunity; commensurate with experience
• Benefits: Stipend and retirement plan matching are provided