ZipRecruiter

Log In

1

Investment Coordinator Jobs in Racine, WI (NOW HIRING)

Hammes Company

Investment Associate

Milwaukee, WI · On-site

Prepares and coordinates RFP responses and marketing presentations * Prepares Investment Committee Reporting, including the following: * Projects under development * Monthly leasing and budget ...

Baird

Investment Products Consultant

Milwaukee, WI · On-site

About The Role: The Investment Strategy & Consulting (IS&C) team within Baird Private Wealth ... Play a key role in coordinating and executing policy decisions as well as the ongoing platform ...

DERSE INC

Show Services Coordinator

Milwaukee, WI · On-site

We believe in committing to a long-term investment in your career with a total rewards package ... As a Show Services Coordinator, you'll be responsible for placing all show service orders for ...

DERSE, Inc.

Show Services Coordinator

Milwaukee, WI · On-site

We believe in committing to a long-term investment in your career with a total rewards package ... As a Show Services Coordinator, you'll be responsible for placing all show service orders for ...

DERSE INC

Show Services Coordinator

Milwaukee, WI

We believe in committing to a long-term investment in your career with a total rewards package ... As a Show Services Coordinator, you'll be responsible for placing all show service orders for ...

Founders3

Property Coordinator

Brookfield, WI · On-site

We are looking to add a Property Coordinator to our growing Founders 3 Team ... If you are looking for a growing company that invests in its employees and a position with ...

next page

Showing results 1-20

All JobsInvestment JobsInvestment Coordinator JobsInvestment Coordinator Jobs in Racine, WI

Investment Coordinator information

See Racine, WI salary details

$11

$22

$37

How much do investment coordinator jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for investment coordinator in Racine, WI is $22.83, according to ZipRecruiter salary data. Most workers in this role earn between $17.12 and $25.67 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an investment coordinator?

To thrive as an Investment Coordinator, you need a solid understanding of financial analysis, investment principles, and portfolio management, often supported by a degree in finance or a related field. Familiarity with financial modeling software, portfolio management systems, and certifications such as CFA or FINRA licenses are commonly expected. Strong organizational skills, attention to detail, and effective communication enable success when managing client relationships and coordinating investment activities. These skills ensure accurate execution of investment strategies, regulatory compliance, and client satisfaction in a fast-paced financial environment.

How does an investment coordinator typically interact with portfolio managers and analysts in daily operations?

An Investment Coordinator plays a crucial role in supporting portfolio managers and analysts by facilitating communication, managing documentation, and ensuring timely execution of investment transactions. On a daily basis, they may coordinate meetings, prepare investment reports, and track key deliverables, acting as a bridge between investment teams and operations. This collaborative environment helps ensure that all stakeholders are aligned, deadlines are met, and compliance standards are maintained. Such teamwork not only streamlines workflows but also provides exposure to various aspects of investment management, offering valuable learning opportunities.

What is the difference between Investment Coordinator vs Financial Analyst?

AspectInvestment CoordinatorFinancial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA or CFP are a plusBachelor's degree in finance, accounting, or economics; CFA certification often preferred
Work EnvironmentFinancial firms, investment companies, or banks; client-facing and team-basedCorporations, investment firms, or consulting agencies; analytical and report-focused
Employer & Industry UsageCommonly employed in asset management, wealth management, and investment firmsWidely used in finance departments, investment banks, and asset management firms

While both roles require finance-related education and certifications, Investment Coordinators focus on managing client portfolios and supporting investment processes, whereas Financial Analysts primarily analyze financial data to guide investment decisions. The roles often overlap in industry and work environment but differ in daily responsibilities and focus areas.

What does an investment coordinator do?

An investment coordinator manages and supports investment activities for clients or firms, including preparing reports, coordinating meetings, and ensuring compliance with regulations. They often work with financial advisors, analyze investment portfolios, and use tools like Excel or specialized software. Strong organizational skills and knowledge of financial markets are essential for this role.

What are the most commonly searched types of Investment jobs in Racine, WI?

The most popular types of Investment jobs in Racine, WI are:

What cities near Racine, WI are hiring for Investment Coordinator jobs?

Cities near Racine, WI with the most Investment Coordinator job openings:

Investment Coordinator jobs near you

Investment Coordinator

Abbott Laboratories Employees Credit Union

Gurnee, IL • On-site

$55K/yr

Full-time

Posted 6 days ago

Job description

LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Abbott Laboratories Employees Credit Union in Gurnee, IL would allow you to join Abbott Laboratories Employees Credit Union as a Investment Coordinator working for TruStage and associated with LPL Financial.

SUMMARY: This position is responsible for scheduling appointments for members, Associate Financial Professional, Financial Service Representatives, and/or Lead Financial Professional, marketing the Wealth Management Solutions program to Credit Union employees and members, as well as performing administrative functions in support of the Wealth Management Solutions program.

ESSENTIAL FUNCTIONS:

  • Supports the marketing efforts of the program
  • Administrative support to Advisor(s)
  • Assembles seminar packets
  • Coordinates logistics of seminars
  • Maintains lobby marketing materials supply
  • Coordinates mailings
  • Executes basic marketing activities at the member level, including mailing birthday cards and creating newsletters.
  • Coordinates the advisor(s) schedule
  • Maintains advisor(s) calendar
  • Sets up and confirms appointments with members
  • Manages phone calls for advisor(s)
  • Orders supplies
  • Creates and manages contact information
  • Supports success of program
  • Supports TWMS Compliance initiatives
  • Coordinates and tracks referrals
  • Conducts trainings with CU employees on program processes
  • Program reporting
  • Maintains confidential member information by adhering to TWMS’s policies and procedures for data security and privacy

QUALIFICATIONS:

  • Education required: High school diploma or equivalent.
  • Experience: 1 year of customer service
  • Experience Preferred: Experience with SalesForce and proficient with Microsoft Office tools.

The base pay for this position is $55,000.