Top Tech Jobs & Startup Jobs

Provides comprehensive financial planning and wealth management advice to referred clients while developing referral-channel relationships. Leads client consultations, prepares financial action plans, recommends investment, retirement, insurance, tax, estate, and banking solutions, and coordinates internal resources. Builds referral volume through partner presentations, education events, relationship management, CRM tracking, qualification, conversion, and onboarding. Requires CFP or CFA credentials, securities licensing, extensive advisory experience, business development expertise, and regular travel.

Supports the Estate Planning Review Department by triaging requests, organizing and reviewing wills, trusts, and related documents, extracting key information, identifying inconsistencies, and preparing accurate summaries for attorney review. The role also tracks deadlines, coordinates with internal client teams, maintains templates and procedures, supports meetings and training, handles correspondence, and performs general administrative duties.

Supports compliance operations for a registered investment adviser by reviewing client agreements, fees, trades, custodial forms, marketing materials, correspondence, technology usage, and outside business activities. Conducts audits, data validations, and advisor activity reviews; maintains policies and procedures; identifies process improvements; and contributes to compliance projects while partnering with advisors and business leaders.

Manages and maintains investment accounts in the Eclipse platform, including portfolio onboarding, trading, rebalancing, cash management, model portfolio maintenance, audits, tax-loss harvesting, withdrawals, and change requests. Monitors portfolios exceeding $1.1 billion, supports advisors and associate portfolio managers, analyzes trades, and communicates portfolio activity, reports, and analytics to partners and advisors.

Supports wealth management professionals with client data integrity, financial planning research, data gathering, analysis, meeting preparation, client service activities, and department projects. The internship provides exposure to financial planning software, investment strategies, client relationship management, and RIA operations, along with mentorship, networking, training, and professional development.

Build and maintain complex financial models supporting budgeting, forecasting, scenario analysis, succession planning, and strategic decision-making. Lead FP&A process improvements, automation initiatives, and planning-tool implementation. Analyze business trends, validate assumptions, develop multi-year projections, and translate financial insights into recommendations for leadership and partner teams. Serve as a modeling subject-matter expert and collaborate with cross-functional stakeholders to improve scalable financial planning infrastructure.

Provides full-cycle accounts payable support, including invoice processing, payment distribution, expense reimbursements, corporate credit card administration, journal entries, and financial recordkeeping. Also backs up advisory fee processing, reconciles payments, supports monthly partner distributions and compensation, and assists with month-end close and reporting. Ensures accurate, timely processing in compliance with company policies and retention requirements.

Leads sophisticated estate, wealth transfer, philanthropic, and business succession planning for ultra-high-net-worth clients and family offices. Reviews complex trusts and business agreements, develops strategic recommendations, coordinates with attorneys and advisors, supports estate settlement, and integrates planning into broader wealth strategies. The role also leads wealth transfer experts, educates advisors, contributes to thought leadership, supports business development, and advises clients without providing legal representation or drafting.

Manages estate and account termination requests from intake through completion. Reviews documentation, identifies missing information, coordinates with client teams and custodians, tracks workflow status, researches questions, and maintains accurate records across business systems. The role also supports process improvement, documentation, stakeholder communication, and practical use of AI-enabled tools while balancing multiple long-running projects.

Provides comprehensive financial planning and investment advice to high-net-worth clients, including retirement, tax, insurance, estate, education, and philanthropic planning. Leads client consultations, develops financial action plans, supports business development, contributes to strategic planning and technology testing, and mentors team members. The role also includes performance management, hiring support, training, regulatory compliance, and client travel.