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Support advisors in client relationship management, prepare customized financial plans, execute investment transactions, perform tax and estate planning analyses, lead client meetings, drive business development, mentor colleagues, and uphold compliance and firm policies.

Provide project planning and execution support to National and Regional Managing Directors for cross-functional private wealth initiatives. Develop workplans, track risks and budgets, produce status reports and executive presentations, coordinate multi-department deliverables, support EOS implementation, maintain intranet content, and ensure compliance and confidentiality.

Develop and manage Everyday Steward client relationships by creating customized financial plans, delivering investment management, conducting periodic reviews, and integrating Blue Trusts biblical financial principles. Convert prospects to clients, collaborate with internal teams, maintain compliance, use firm tools (eMoney, Salesforce, Orion), and pursue required professional designations while supporting division workflows and advisor metrics.

Provide front-desk and administrative support for the national office: answer phones, greet guests, manage mail and supplies, coordinate conference rooms and vendors, support events and marketing tasks, prepare new-hire materials and client welcome packages, maintain common areas, reconcile invoices, and perform other administrative responsibilities to ensure efficient office operations.