The Wealth Advisor manages 150-250 clients, providing financial planning and client service while supporting business development efforts in a team environment.

The Financial Planner prepares comprehensive financial plans for clients, analyzes documents, collaborates with teams, and stays updated on financial topics to enhance client services.

The Senior Manager, Deal Desk oversees the deal governance framework, ensuring proper intake, analysis, and approval of non-standard commercial requests while improving efficiency and decision-making in deal evaluations.

The Wealth Advisor builds client relationships, develops financial strategies, ensures adherence to compliance, and acts as a fiduciary to achieve client goals.

The Wealth Advisor builds relationships with clients, develops financial strategies tailored to their needs, and collaborates with an in-house team to meet goals while ensuring compliance as fiduciary.

The Associate Wealth Advisor serves high net worth clients by providing financial planning, investment advice, and ensuring client retention. Responsibilities include managing client communications and supporting business development efforts under the guidance of senior management.

The Investment Strategist works with regional advisor teams to provide portfolio construction and investment advice to high net worth clients, ensuring compliance and delivering thought leadership.

The Accounting Associate will perform bookkeeping tasks, including data entry in QuickBooks, bank reconciliations, and payroll management while collaborating with the tax team and ensuring accurate financial record-keeping.

The Tax Manager leads client relationships and manages tax compliance services for high-net-worth clients, including tax return preparation and projections. He or she mentors staff and stays updated on tax laws, ensuring accurate communication and response to clients' tax-related inquiries.

As a Wealth Strategist, you will assist advisors in creating comprehensive financial plans, analyzing client situations, and ensuring planning software is accurate while supporting various projects within the firm.

Provide comprehensive financial planning and investment advice to high-net-worth clients, support Regional leadership, prepare and present planning modules, manage client communications and referrals, ensure client retention and adherence to firm policies, and travel for client meetings and trainings.

The Regional Vice President will engage and build client relationships to provide tailored wealth management solutions, driving sales in a collaborative environment.

The Senior Portfolio Consultant executes investment implementations for high net worth clients, collaborating with teams to optimize portfolios and deliver exceptional service.

The Portfolio Consultant II facilitates investment management services, advising on strategy, overseeing implementations, and enhancing advisor-client experiences. Requires investment knowledge and effective communication to deliver timely support and analysis.

The Director, Targeted Acquisition leads the AI-driven marketing program, focusing on strategy, campaign execution, and enhancing client engagement through targeted outreach.

The Associate Wealth Advisor deepens client relationships and supports a Senior Wealth Advisor by managing workflow, preparing for meetings, and developing financial solutions, while acting as a fiduciary for client interests.

Provide system administration and operational support as primary escalation for the service desk. Manage and monitor Microsoft 365, Entra ID, Azure and AWS infrastructure, SSO and SaaS integrations, email security, zero-trust access, office networking (firewalls, routers, switches, wireless), and endpoint management across Windows, macOS, iOS, and Android. Assist with migrations, automation, documentation, and security/compliance initiatives under established standards.

The Regional Vice President is responsible for expanding the RIA referral platform by developing relationships with channel partners to drive sales and acquire high net worth clients.

The Associate Vice President supports sales growth by managing client relationships, scheduling meetings, aiding the onboarding process, and ensuring accurate sales pipeline management.

The Senior Wealth Advisor is responsible for managing relationships with ultra-high-net-worth clients, offering tailored financial solutions and leveraging in-house expertise to help clients achieve their financial objectives while ensuring compliance and client satisfaction.