Client Service Associate

• Remote
• Part-Time

Posted on July 6, 2025

Part-Time Client Service Associate 15–25 hours/week | Hybrid (Remote + Some Local Tasks in Atlanta, GA Area) About Us We are an independent, minority and veteran-owned registered investment advisory firm based in the Atlanta metro area and serving clients nationwide. We specialize in active investment management, retirement planning, and comprehensive financial planning for families that include dependents with special needs and disabilities. Our mission is rooted in care, clarity, inclusivity,...