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Support advisors across client relationships by conducting interviews, developing and implementing comprehensive financial plans (investments, tax, retirement, estate), participating in client meetings, reviewing investment reports, researching planning strategies and tax changes, and assisting with onboarding and wealth management projects.

Support and modernize a cloud-first IT environment, administering Microsoft 365/Entra ID and Intune, managing LAN/WAN/WLAN and firewalls, leading infrastructure migrations and security/governance efforts, and providing office technology support across multiple locations.

Manage client relationships, develop customized financial plans, facilitate communication among team members, mentor junior advisors, and foster new business opportunities.

Support internal and executive communications, media relations, social media, intranet and event communications. Create and schedule social content, collaborate with external PR, manage Asana project plans, report on communications metrics, and support company-wide announcements and town halls.

Support advisors across the client lifecycle by conducting client interviews, developing comprehensive financial plans (investments, tax, retirement, estate, executive comp), assisting implementation, participating in client meetings, reviewing investment reports, researching planning strategies, and onboarding/supporting wealth management staff.

Support advisors through all phases of the client relationship: conduct in-depth client interviews, develop and implement comprehensive financial plans (investments, tax, retirement, estate, executive comp, risk, cash flow, education), participate in client meetings, review investment allocation reports, collaborate with client service teams, research planning strategies and tax law changes, and assist with team projects and onboarding.

Support lead advisors with client onboarding, meeting preparation, Investment Policy Statements, asset allocation reports, and client communications. Assist in developing and implementing comprehensive financial plans (investments, tax, retirement, estate, risk, cash flow). Prepare for FINRA Series 65; occasional travel may be required.

Lead FP&A activities including data gathering, financial modeling, forecasting, scenario analysis, and business case development. Support budgeting and performance reviews, produce leadership presentations, identify trends/risks, streamline reporting, and supervise one Junior Analyst while collaborating cross-functionally to inform strategic decisions.

Lead preparation and final review of complex individual, fiduciary, partnership, and corporate tax returns. Provide tax advisory to high-net-worth clients, integrate tax planning with wealth strategies, mentor tax staff, coordinate with investment and compliance teams, and ensure accuracy and regulatory compliance. Support tax projections, tax-loss harvesting analysis, and firm communications.

Provide front-office administrative support for the wealth management team: manage calendars and phone/visitor interactions, schedule appointments, handle mailings, scan/file documents, track client tasks and workflows, maintain office supplies and appearance, assist client events, and preserve client confidentiality while delivering professional communication.