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Supports financial advisors with comprehensive financial planning, investment and retirement analysis, tax and estate planning research, client meeting preparation, communications, and service requests. The role collaborates across planning, operations, investment management, and client service teams while developing client-facing expertise and pursuing CFP certification.

Supports Financial Advisors with comprehensive financial plans, investment and retirement analysis, tax and estate planning research, client materials, meeting participation, follow-up, and service requests. Collaborates across planning, operations, investment management, and client service teams while developing advisory expertise through training and shadowing. The role is intended for an early-career professional pursuing CFP® certification and progressing toward a Lead Advisor position.

Supports new-client onboarding for investment advisory accounts by preparing documents, coordinating account opening and funding, entering CRM data, resolving client roadblocks, and maintaining relationships with clients, advisors, sales representatives, custodial partners, and other stakeholders. The role also supports CRM and process enhancements and serves as a knowledge resource for program rules, systems, and priorities.

Owns the execution, monitoring, optimization, tracking, and reporting of paid acquisition campaigns across search, paid social, and programmatic channels. Partners with media agencies, creative, and analytics teams to improve campaign efficiency, resolve tracking issues, interpret performance data, and support integrated funnel marketing. The role requires hands-on platform expertise, strong analytical judgment, attention to detail, and effective cross-functional collaboration.

Provides front-office and executive administrative support in a fully in-office environment. Responsibilities include greeting clients, managing calls, calendars, mail, deliveries, conference rooms, refreshments, office supplies, facilities tasks, and support for Operations and Client Service teams. The role also provides light assistance to the CFO, maintains high service and quality standards, and recommends process improvements.

Support advisors by gathering and entering client financial data, coordinating with integrated service teams, preparing proposals and comprehensive financial plans using planning software, maintaining records in CRM, and organizing materials for advisor-led client meetings.

Provide comprehensive tax services including preparation and review of individual, trust, estate and gift returns; tax projections and analysis; notice resolution; multi-state filing evaluation; collaborate with advisors on strategic tax planning; respond to client tax questions and represent clients with tax authorities.

Provide tax services including preparation and review of individual, trust/estate, and gift tax returns; tax projections and notice resolution; multi-state filing analysis; collaborate with advisors on strategic tax planning; client-facing communication and issue resolution.

Prepare and review individual federal, state, and local income tax returns, perform tax projections and analysis, resolve tax notices, participate in tax strategy discussions with clients and advisors, and provide client-facing tax services and support to the financial planning team.

Manage preparation and review of individual, trust, estate, and gift tax returns; perform tax projections, analysis, and notice resolution; collaborate with advisors on strategic tax planning; provide client-facing tax services and mentor staff.