Associate

Athens, Ga
Full Time

Role The Associate collaborates with Financial Advisors (FA) in a team structure to serve our clients and retirement plan participants by providing unbiased and thoughtful advice.  Associate and FA services offered include, but are not limited to, retirement plan consulting, financial planning, investment management, and…

Associate Controller

Athens, Ga
Full Time

In collaboration with the Controller, the Associate Controller recommends, implements, operates and controls accounting policies and procedures.   RESPONSIBILITIES Generation of financial statements, financial reports, and other information reports and requests Ensures the accuracy and integrity of financial reporting Performs periodic analyses Maintains bookkeeping files…

Financial Advisor

Albany, Ga
Full Time

ROLE The Financial Advisor (FA) collaborates with other Financial Advisors (FA), as well as Associate Financial Advisors (AFA) in a team structure to serve our clients and retirement plan participants by providing unbiased and thoughtful advice. FA services offered include, but are not limited to,…