Teams at JM Finn

The Desk Administrator will provide administrative support to the Investment Management team, assist with client account opening, and maintain client relationships. Responsibilities include processing transactions, managing filing systems, drafting reports, and improving administrative processes.

The Wealth Planner provides financial planning advice, focusing on retirement and estate planning, while collaborating with investment managers and managing workflow.

The Wealth Planner provides financial planning advice, focusing on retirement and estate planning, while collaborating with investment managers and maintaining client relationships.