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Serve as primary client contact for account maintenance, cash management, onboarding, and reporting. Collaborate with advisors and internal teams to resolve issues, prepare account paperwork, manage meeting logistics, maintain CRM records, and mentor junior associates to support client satisfaction and retention.

Lead creation and delivery of customized financial plans for high-net-worth clients, oversee planning processes, mentor junior staff, streamline team workflows, support M&A integration, and drive service and software improvements to enhance client relationships and firm offerings.

Provide comprehensive service to assigned high-net-worth clients, qualify inbound leads, support business development, coordinate meeting preparation with portfolio management, operations, and financial planning, document interactions in CRM, ensure compliance with regulatory requirements and company policies, and perform tasks to support client retention and firm growth.

Manage and develop regional financial planning team, oversee workflows and training, create advanced customized wealth plans for high-net-worth clients, collaborate with advisors, improve processes and tools, and lead local client events and service offerings.

Provide comprehensive wealth management services to a designated client base, generate new business via referrals and marketing, support advisor team development, collaborate with internal teams, maintain CRM records, and ensure compliance while driving client retention and territory growth.

Lead creation and delivery of customized financial plans for high-net-worth clients, manage planning processes, mentor junior staff, support M&A integration, improve tools and workflows, and present recommendations to clients while maintaining strong client relationships.

Provide comprehensive wealth management services and business generation for high-net-worth clients. Lead and develop advisor teams, expand referral networks and territory, coordinate with internal portfolio, operations, and planning teams, ensure compliance, document client interactions in CRM, and support firm initiatives for client retention and business development.

Support advisors by creating, reviewing, and delivering customized financial plans for clients (typically $1M–$2M AUM), manage planning processes, implement recommendations, maintain client documentation, assist mentorship and M&A integration, research market and legislative changes, and improve planning tools and workflows.

Lead creation and delivery of customized financial plans for high-net-worth clients, manage planning processes, mentor junior staff, support M&A integration, improve planning tools and service offerings, and present recommendations to clients while ensuring accurate documentation and regulatory awareness.

Lead regional growth by coaching and developing advisor teams, driving business development and recruitment, overseeing advisor transitions and performance, improving client experience, and championing firm initiatives and technology to expand assets and retain high-net-worth clients.