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Financial Communications Coordinator Career Path

Compass Wealth Management
Atlanta, Georgia
$55,000-65,000 compensation + benefits
Closing date
Oct 21, 2023

View more

Job Role
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary

Job Details

Our firm is a growing, fee-only RIA in the Buckhead area of Atlanta, GA. We are searching for a Communications Coordinator interested in supporting our team and providing excellent service to our clients. The individual selected for this position will be responsible for handling client communications and day-to-day operational management at our firm.

We believe in investing in our employees’ professional development. Therefore, we will support the individual's career growth by providing the opportunity to work closely with investment and planning professionals who will guide and mentor you in honing your financial communications skills. Furthermore, we will support communications and marketing accreditations/certifications (company paid) to further advance your career.

We will also offer the option to obtain the Certified Financial Planner™ designation (company paid) whether moving into a financial planning role is desired or continuing within the communications field at our firm.


Primary Responsibilities Include:

  1. Client Communication:
    • Foster ongoing client communication through email platforms, social media, and online channels.
    • Handle client correspondence and public communications professionally and effectively.
  2. Social Media Management:
    • Take charge of managing our firm’s social media platforms.
    • Maintain client communications on social media, ensuring prompt responses and engagement.
  3. Video Creation:
    • Assist in the production of educational and informational videos.
    • Help with recording, editing, and posting videos to various platforms.
  4. Event Coordination:
    • Coordinate and help plan events to enhance client engagement and networking opportunities.
  5. Administrative Support:
    • Learn and assist in the client service role, supporting administrative tasks as needed.


  • Strong understanding of Adobe Premiere or equivalent video editing software for executing video projects.
  • Experience with social media and website platform management tools like Hootsuite, Squarespace, and other relevant platforms.
  • Expertise in MS Office applications and web analytics.
  • Exceptional interpersonal and communication skills.
  • Strong attention to detail and excellent organizational skills.
  • Self-disciplined and able to work independently in a small team environment.
  • Minimum of one year of full-time work experience.


  • $55-65k compensation.
  • Competitive bonus structure 401(K) with annual employer matching contributions + Profit Sharing.
  • Financial Support for Communications and Marketing accreditations/certifications.
  • Full healthcare package (portion of premium paid by employer).
  • Paid holidays and personal days.
  • Hybrid work schedule.


Visit the careers page on our website at to learn more about our culture.


Please Note:

To apply for this position, please submit your cover letter and resume with "Communications Coordinator" in the subject line. Resumes will not be accepted without a cover letter that states why you would be a good fit for this position.




Compass Wealth Management is a growing, fee-only RIA in the Buckhead area of Atlanta, GA. Our advisors provide comprehensive financial planning and asset management advice to retirees and corporate executives in the area.

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