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Prepares comprehensive personal financial plans for prospective and existing clients, analyzing retirement, investment, tax, insurance, estate, and education needs. Gathers and processes client data, develops recommendations with advisors and specialists, presents financial analyses, answers client questions, and supports relationship management and business development. The role requires strong communication, analytical, client-facing, and financial planning skills.

Serve as lead or co-lead advisor for high-net-worth client relationships, delivering investment management and financial planning guidance. Develop plans using eMoney, support portfolio oversight and asset allocation, coordinate client meetings and requests, maintain CRM records, and collaborate with senior advisors, paraplanners, and operations teams. Build client relationships, identify growth opportunities, and contribute to retention through high-touch service.

Execute and monitor daily portfolio overlay workflows, including portfolio rebalancing, block order transmission, cash management, settlement tracking, account reconciliation, exception resolution, and compliance reporting. Coordinate with advisors, portfolio managers, custodians, compliance teams, and vendors to ensure accurate, timely trade execution and alignment with investment policies, risk parameters, tax strategies, and client cash requirements.

Executes daily portfolio overlay workflows, including portfolio rebalancing, trade transmission, cash management, settlement tracking, reconciliations, exception resolution, and compliance reporting. Coordinates with advisors, portfolio managers, compliance teams, custodians, and vendors to ensure accurate trade allocations, risk management, tax-lot handling, and operational execution. Requires trading or portfolio operations experience, advanced Excel skills, familiarity with OMS/EMS and portfolio optimization systems, and strong attention to detail.

Build candidate pipelines, source and engage passive candidates, conduct initial screening, and support recruiting for corporate and advisor-facing roles. Partner with recruiters and hiring managers, maintain talent maps and applicant tracking records, provide market intelligence, and help improve recruiting processes. This four-month contract requires strong sourcing, Boolean search, communication, organization, and multitasking skills.

Serve affluent clients as a primary wealth management resource, providing investment, tax, estate, insurance, education, and retirement planning. Develop comprehensive financial plans, conduct client reviews, facilitate meetings, identify financial opportunities and risks, and collaborate with internal teams and external CPAs and attorneys. Support business development, lead conversion, and client wallet share growth while staying current on financial planning, legal, tax, and investment trends.

Conduct routine and for-cause compliance examinations of branch offices and advisory locations for an SEC-registered investment adviser and FINRA-regulated broker-dealer. Assess adherence to SEC, FINRA, state, and internal requirements; test risk areas; document findings; report violations; track remediation; maintain examination records; refine procedures; identify trends; and support regulatory examinations.

Supports internal mergers and acquisitions and advisor succession planning projects. Builds financial models, evaluates practice economics and valuations, develops succession plans, collaborates with Finance, Legal, Operations, and Advisory Services, and prepares transaction analyses, presentations, and pipeline reports for leadership and internal committees.

Provides white-glove administration and client service for private wealth accounts, including account onboarding, investment account setup, money movement, reconciliations, balance sheet and meeting-material preparation, online access assistance, client communications, and file maintenance. The role processes wires, checks, journals, and other account requests while coordinating workflow and ensuring transaction accuracy.

Leads tax compliance and advisory services for partnerships, S-corporations, individuals, and trusts. Prepares and reviews complex federal, state, and local returns, handles audits and tax notices, conducts technical research, advises clients on tax planning, and evaluates legislative changes. Oversees workflow, develops staff, mentors tax professionals, and supports growth of the tax practice while maintaining strong client relationships.