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Supports financial advisors serving high-net-worth clients through onboarding, meeting preparation, financial plan development, client follow-up, account maintenance, data entry, plan modeling, and special projects. The intern will use financial planning and CRM software, assist with client service and business development, and develop advisory, communication, analytical, and relationship-management skills.

Serve as the Financial Services Cloud solution architect and lead developer: design data models and integrations, build Apex and LWC solutions, enforce development standards, manage org health and releases, collaborate with MuleSoft/Agentforce teams, and mentor developers to meet compliance, performance, and scalability needs.

Support licensed advisors by coordinating client meetings, preparing paperwork and financial plan drafts, gathering client data, researching portfolios, taking meeting notes, and assisting with follow-up to deliver effective wealth management and develop advisor skills.

Support a wealth advisor team to create customized financial plans and portfolios for high-net-worth clients. Conduct research and analysis, execute client requests, maintain client relationships, participate in sales efforts, and develop proficiency with investment and financial planning software.

The Senior Wealth Advisor will lead a wealth management team to create wealth plans, cultivate client relationships, and mentor associates. Responsibilities include client meetings, providing comprehensive advice to high-net-worth clients, and participating in business development.

The Senior Wealth Advisor will lead a team to develop wealth plans, manage client relationships, and provide tailored investment strategies to high-net-worth clients.

The Senior Wealth Advisor leads a team to create financial strategies for high-net-worth clients, fostering relationships and mentoring staff.

Own configuration, governance, and optimization of the enterprise Slack workspace. Manage user provisioning, channels, apps, Workflow Builder automations, Slack Connect, and Slack/Salesforce FSC integrations. Enforce compliance and data retention with Legal/Compliance/IT Security, monitor usage analytics, serve as Slack SME and escalation point, and maintain integration and governance documentation.

Senior HR leader responsible for HR technology strategy, HRIS/HCM and payroll oversight, HR operations, compliance, workforce analytics, acquisitions/divestiture HR support, vendor management, and building scalable HR service delivery and shared services to improve employee experience and business performance.

Supports tax professionals with preparing personal, fiduciary, S-Corporation, partnership, private foundation, and gift tax returns. Duties include preparing schedules and tax documents, reconciling information, maintaining client files, researching tax matters, assisting with taxing authority inquiries, and supporting client service projects. The intern participates in training and collaborates with tax and wealth advisory teams while following confidentiality, quality control, and professional standards.