<p><strong>Position Summary</strong></p><p> We are looking for a licensed financial professional to join a collaborative advisory team. This position focuses on guiding clients through their financial journey—helping them organize, plan, and invest with confidence. The role emphasizes long-term relationship building, thoughtful investment strategies, and providing clear, tailored advice.</p><p>The ideal candidate is detail-oriented, communicative, and thrives in a team-based environment. This is not simply about handling accounts—it’s about fostering trust, supporting financial decision-making, and creating lasting impact for clients.</p><p><br></p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Engage in relationship development through client referrals, networking, and professional connections.</li><li>Maintain and strengthen client relationships through consistent communication, account reviews, and planning sessions.</li><li>Deliver customized guidance on investment strategies and financial planning aligned with individual goals and risk tolerance.</li><li>Oversee investment accounts, including asset selection, due diligence, and portfolio oversight.</li><li>Support onboarding and service processes to ensure a smooth client experience.</li><li>Monitor economic trends, investment opportunities, and regulatory updates to inform client recommendations.</li><li>Operate with fiduciary responsibility while adhering to compliance standards.</li></ul><p><br></p><p><strong><u>Benefits</u></strong></p><ul><li>Health, Dental, Vison- 100% covered for employee + premium for spouse or dependents</li><li>Life and Disability employer paid</li><li>Parental Leave</li><li>Bereavement Leave</li><li>PTO</li><li>Retirement - Simple IRA Plan - match is 3%</li><li>Client sending handbook and rates</li></ul><p><br></p>
<p><strong>Client Service Associate</strong></p><p>We are seeking a detail-oriented and client-focused professional to join our team as a <strong>Client Service Associate</strong>. This role supports both clients and internal teams by ensuring smooth account processes, delivering excellent service, and maintaining accurate records and documentation.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Provide a high level of client support and ensure satisfaction</li><li>Respond to client questions and requests promptly</li><li>Assist clients in understanding account features, options, and available resources</li><li>Coordinate documentation for new and existing accounts</li><li>Research and gather client or industry-related information when needed</li><li>Contribute to internal and external communications, including newsletters and reports</li><li>Process service requests while ensuring compliance with required documentation</li><li>Prepare materials such as reports, spreadsheets, and presentations for client meetings</li><li>Keep databases and contact management systems up to date</li><li>Maintain current knowledge of company offerings and services</li><li>Organize and update client and company files and contracts</li><li>Draft correspondence, assist with mailings, and support other communications</li><li>Provide general administrative and clerical support as needed</li></ul><p><strong>Benefits:</strong></p><ul><li>Health, Dental, and Vision 100% covered for employee</li><li>PTO</li><li>Parental Leave</li><li>Employer paid life and disability coverage</li><li>Retirement Simple IRA Plan with 3% company match</li></ul><p><br></p>
We are looking for a Senior Accountant to join our team in Louisville, Kentucky. This role involves performing complex accounting tasks, ensuring accurate financial reporting, and providing insightful financial analysis to support decision-making. The ideal candidate will have a strong understanding of accounting principles and the ability to work independently while offering guidance to colleagues.<br><br>Responsibilities:<br>• Prepare and post journal entries to ensure accurate and timely accounting records.<br>• Reconcile accounts to maintain the integrity of financial data and resolve discrepancies.<br>• Conduct month-end close activities, including financial analysis and reporting.<br>• Oversee fixed asset accounting processes, ensuring compliance with established standards.<br>• Manage accounting for construction projects, including tracking expenses and budgets.<br>• Utilize Oracle PeopleSoft to perform accounting functions and generate reports.<br>• Provide leadership and mentorship to team members, enhancing overall efficiency.<br>• Research and analyze accounting data to produce comprehensive financial reports.<br>• Collaborate with management to deliver actionable financial insights.<br>• Ensure adherence to accounting principles in all tasks and processes.
