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The Associate Vice President of Community focuses on market-level growth through community engagement, supporting events, and developing partnerships, aiming for career progression to a full RVP role within a year.

The Community AVP role involves supporting community growth through prospecting, engagement, event support, and collaboration with advisors. This position is a developmental pathway to a Community RVP role, emphasizing mentorship and structured growth while managing community engagement and pipeline activities.

The Regional Vice President builds client relationships, drives sales, and provides tailored wealth management solutions in a collaborative environment.

The Client Development Coordinator provides administrative and operational support to the regional team, coordinating meetings, preparing materials, managing data, and enhancing client outreach efforts.

The Regional Vice President builds client relationships and drives sales in wealth management, managing the sales pipeline and ensuring a tailored client experience.

The Tax Director leads tax planning strategies for high-net-worth clients, reviews tax returns, and partners with client development teams to enhance client relations. Requires extensive tax knowledge and client service experience.

The Wealth Path Advisor acts as a primary trusted advisor for a client book, focusing on client retention and onboarding, while providing expertise in financial planning, investment management, and client communication.

The Insurance Advisor will manage a book of business, build client relationships, and provide insurance expertise in life, long-term care, and annuities, while supporting financial planning and risk management efforts.

The Wealth Advisor manages relationships with clients, analyzes financial needs, recommends solutions, and ensures compliance while acting as a fiduciary.

The Financial Planner prepares customized financial plans, collaborates with Wealth Advisor teams, utilizes financial planning tools, and manages client documentation.