The Client Onboarding Associate supports the New Business team in managing the onboarding process, ensuring accuracy, scheduling client appointments, and maintaining CRM records for a seamless client experience.

The Wealth Management Associate supports the New Business team by ensuring a smooth and professional client onboarding process and managing CRM and financial application tracking.

The Wealth Advisor develops personalized financial plans, monitors portfolios, and educates clients, focusing on building relationships and delivering exceptional service.

The Sales Growth Associate qualifies warm leads, builds rapport, and schedules advisor appointments. Duties include following up with prospects, tracking interactions in the CRM, representing the firm at events, supporting team projects and admin tasks, and developing sales and financial expertise to contribute to business growth and advisor pipelines.

Call and qualify warm leads, schedule appointments for financial advisors, maintain CRM records, follow up to maximize conversions, track performance metrics, support events and administrative tasks, and pursue ongoing financial and sales training to advance into an advisor role.

Engage warm leads, qualify prospects, schedule appointments for advisors, collect client financial information, maintain CRM, follow up to drive conversions, collaborate with teams, represent the firm, support projects, and develop toward an advisory role.

Serve as primary advisor to high-net-worth and complex clients, delivering advanced tax, estate, retirement, and investment strategies; lead client meetings, mentor junior advisors, expand AUM, collaborate with CPAs and attorneys, and represent the firm at events while upholding compliance and fiduciary standards.