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Supports investment account operations for ultra-high-net-worth clients by processing account openings, transfers, deposits, withdrawals, maintenance, service requests, and closures. Coordinates with planning teams, custodians, third-party providers, and clients; resolves account issues; manages confidential information; tracks requests; and maintains related billing and performance-reporting records. The role requires alternative investment and qualified pension plan knowledge, strong attention to detail, and effective communication.

Supports financial planners with client relationship management, financial plan implementation, consult file preparation, tax return reviews, tax projections, investment allocation reconciliation, retirement plan analysis, client communications, and coordination with internal departments and external vendors. This is a full-time, 10-week summer internship for students pursuing accounting, tax, or a related degree.

Supports financial planners with client relationship management, financial plan implementation, consult file preparation, tax return reviews, tax projections, investment allocation reconciliation, retirement plan analysis, client communications, and coordination with internal departments and external vendors. This is a full-time, structured eight-week internship requiring current enrollment in a bachelor's or higher degree program in Accounting, Tax, or a related field.

The Client Coordinator supports a wealth management team by serving as the primary client contact, managing advisor calendars and communications, preparing meeting materials, maintaining account documentation and CRM records, coordinating follow-up activities, and handling office administration. The role also supports events, vendors, travel arrangements, and expense reporting while maintaining confidentiality and compliance when handling sensitive financial information.

Designs, develops, tests, maintains, and supports software applications, primarily using Zoho Creator. Translates business requirements into technical solutions, integrates applications and third-party services, troubleshoots issues, monitors performance, documents systems, supports data migration, and trains end users. Collaborates with business teams, vendors, consultants, and IT staff to improve workflows, security, reliability, and application performance.

Supports financial planners with client financial plan implementation, tax return reviews, year-end tax projections, financial analysis, investment allocation reconciliation, retirement plan optimization, client communications, and workflow coordination. Assists with annual client meetings, coordinates internal and external vendors, and reviews and trains data input staff. Requires a bachelor’s degree in Accounting or Tax and CPA or CPA candidate status.

Staff Accountant responsible for monthly and quarterly accounting for multiple clients, including bank and credit card reconciliations, general ledger review, journal entries, financial statement preparation, payroll summaries, and year-end Forms 1096 and 1099. The role maintains accurate financial records, supports client reporting, ensures regulatory compliance, and works independently with clients and internal planning teams. This is a full-time position with no expected travel and potential remote work with approval.

Chief Legal Officer serving as the firm’s principal legal advisor and executive leadership partner. Oversees legal affairs, contract management, corporate governance, compliance, risk mitigation, outside counsel, and regulatory matters. Leads strategic growth initiatives, special projects, process improvements, and organizational scalability efforts while advising on transactions, employment law, litigation, and business risks. Establishes legal and compliance KPIs, develops policies and controls, and supports enterprise-wide operational excellence.

Leads mergers and acquisitions advisory activities, including client and buyer relationship management, market and transaction analysis, financial modeling, cash flow projections, client-buyer fit evaluations, negotiations, and post-closing advisory support. Develops buyer and transaction databases, facilitates client meetings, represents the firm at dental industry events, and supports educational and marketing initiatives. The role requires approximately 50% travel and a hybrid office schedule.

Provides comprehensive, goal-based financial planning and wealth management for clients, including investment oversight, tax-aware strategies, retirement planning, estate and insurance coordination, and business advisory support. Builds trusted client relationships, delivers personalized guidance, collaborates with tax and investment teams, ensures fiduciary and regulatory compliance, and supports client retention and referrals.