About Us

Choice Wealth Management, LLC is 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, and community; and we’re proud to serve a client base that reflects diversity in all its forms. We’re looking for someone who shares those values to join us.

About the Role

We’re seeking a personable, organized, and thoughtful Client Service & Marketing Associate to support the day-to-day client service operations of the firm and contribute to key marketing efforts. You’ll work directly with the firm’s founder, Greg Corneille, CFP®, ChSNC®, and play an essential role in helping deliver an exceptional client experience.

This part-time role offers flexibility, meaningful work, and the chance to grow with a firm that puts people first.

What You’ll Do

Assist with client onboarding, account opening & account servicing
Support meeting prep by updating financial planning software as needed
Assist with firm marketing efforts, to include social media management, email marketing, and participating at vendor tables during events the firm sponsors
Maintain and manage tasks and workflows in our CRM
Demonstrate professional, ethical and courteous conduct in responsibilities and dealings with clients, prospects, colleagues and others with which we interact.

What We’re Looking For

Prior experience in client service, administrative support, or office management
Outstanding written and verbal communication skills
Excellent organization, attention to detail, and follow-through
High emotional intelligence and empathy, especially in sensitive client situations
Self-motivated with strong integrity and a collaborative spirit
Access to a computer with video capability and a reliable internet connection

Bonus Points For:

Passion for and/or connection to the special needs and disability community
Bachelor’s degree
Experience in financial services, especially with financial planning tools or CRMs
Securities or insurance licenses (Series 6, 65, etc.)

Compensation & Perks

$25–$35/hour, based on experience
Flexible hours (15–25 per week), with the potential to grow into a full-time position
PTO + 10 paid holidays
Mostly remote, with some local tasks in the Atlanta area
Company retirement plan & healthcare reimbursement
Support for continuing education and professional development

To Apply

Please complete the application form, upload your resume and submit a short video (~2-3 minutes) introducing yourself, sharing why you would like to work with Choice Wealth Management, why you think you'd be a great fit for this position, and anything else you’d like to share.

Please note - the video does NOT need to be professionally made/edited - just be yourself! You can make the video using any free video sharing service such as Loom, or upload a video to YouTube (unlisted), Google Drive, Dropbox, etc, and include the link in your application. Applications submitted without a video and/or resume will not be considered.

Job Type: Part-time

Pay: $25.00 - $35.00 per hour

Expected hours: 15 – 25 per week

Benefits:

Flexible schedule
Paid time off
Retirement plan
Work from home

Schedule:

Day shift
Weekends as needed

Work Location: Hybrid remote in Duluth, GA 30097

Choice Wealth Management

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