Job Description. This position is located in the Atlanta, GA branch office which is located at:. 1600 RiverEdge Parkway, Suite 310, Atlanta, GA 30328. Provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management,. office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting clients in meeting their goals and providing the highest quality client service. Principal Accountabilities:. 1. Initiates and monitors administrative de... view job details
Job Description. This position is located in the Greenville, SC branch office which is located at:. 9 Halton Green Way, Greenville, SC 29607. Provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting clients in meeting their goals and providing the highest quality client service. Principal Accountabilities:. 1. Initiates and monitors administrative details to s... view job details
Job Description. This position is located in the Houston, TX branch office which is located at:. 952 Echo Lane, Suite 190, Houston, TX 77024. We are currently seeking a Client Service Associate in our Houston, TX office who has experience working in a professional environment, is highly organized and is detail oriented. Requirements for this position include a bachelor's degree or equivalent experience and experience with Microsoft Office as well as excellent communication and interpersonal skills. Position Overview:. The Client Service Associate provides administrative support to team member... view job details
Job Description. This position is located in the National Office which is located at:. 1125 Sanctuary Parkway, Suite 500, Alpharetta, GA 30009. Principal Accountabilities:. Prepares estate tax returns (Form 706), gift tax returns (Form 709), and estate or trust income tax returns (Form 1041), charitable trust tax returns (Form 5227), and related state or other forms, as needed. Provides technical support in the areas of Estate, Charitable Trust, and Gift Tax Administration. Assists in creating processes, checklists, tools and models that assist in marketing the estate and gift tax administrati... view job details
Job Description. This position is located in the Atlanta, GA branch office which is located at:. 1600 RiverEdge Parkway, Suite 310, Atlanta, GA 30328. The Financial Planner communicates effectively with clients and co-workers, analyzes confidential client information, and integrates biblical principles into customized financial plans to help clients and their families achieve their goals. Principal Accountabilities:. 1. Prepares customized financial plans in a manner that is tailored to the needs of the clients and consistent with the team leader’s goals and preferences. Utilizing input from t... view job details
Job Description. The Financial Planner communicates effectively with clients and co-workers, analyzes confidential client information, and integrates biblical principles into customized financial plans to help clients and their families achieve their goals. Principal Accountabilities:. 1. Prepares customized financial plans in a manner that is tailored to the needs of the clients and consistent with the team leader’s goals and preferences. Utilizing input from the client, prepares customized financial plan that incorporates client information and is consistent with client goals. Develops high ... view job details
Job Description. This position is located within the Professional Athlete Division within the National Office which is located at: 1125 Sanctuary Parkway, Suite 500, Alpharetta, GA 30009. We are currently seeking a Financial Planner to serve our Professional Athlete Division within our National office. The Financial Planner communicates effectively with clients and co-workers, analyzes confidential client information, and integrates biblical principles into customized financial plans to help clients and their families achieve their goals. Principal Accountabilities:. Prepares customized financ... view job details
Job Description. This position is located in the Charlotte, NC branch office which is located at:. 10706 Sikes Place, Suite 175, Charlotte, NC 28277. The Intern position is designed for students in their junior or senior year in an undergraduate program or master’s program who desire to gain supervised practical experience in their field of study.. Principal Accountabilities:. Evaluating process efficiencies and offering suggestions to make interactions easier for the client. Providing general administrative support to the financial planning team. Assisting in the development of presentations ... view job details
Job Description. This position is located in the Greenville, SC branch office which is located at:. 9 Halton Green Way, Greenville, SC 29607. The Intern position is designed for students in their junior or senior year in an undergraduate program or master’s program who desire to gain supervised practical experience in their field of study.. Principal Accountabilities:. Evaluating process efficiencies and offering suggestions to make interactions easier for the client. Providing general administrative support to the financial planning team. Assisting in the development of presentations to clien... view job details
Job Description. Principal Accountabilities:. Assists in the development of presentations and reports as assigned. Observes operational, business, and/or client meetings to gain insight into the inner workings of the different functional areas. Evaluates process efficiencies and offers suggestions to enhance systems and interactions with clients and/or team members. Works on assigned project and creates presentation to be delivered at the end of internship assignment. Seeks ways, through intern role, to actively contribute to and participate in the work of the Branch and/or Home Office departm... view job details