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The Wealth Advisor collaborates with clients and the wealth management team to create tailored wealth plans, manage client relationships, and mentor associates.

The Senior Tax Associate prepares various tax returns, maintains client relationships, and ensures compliance with quality control standards. Responsibilities include managing multiple tasks, responding to IRS inquiries, and participating in client meetings.

The Tax Manager will oversee client relationships, manage a team, ensure tax compliance, and develop tax strategies for high-net-worth clients.

Provide comprehensive wealth management and financial planning to high-net-worth clients, prepare customized plans and portfolios, cultivate client relationships, support client requests, help obtain new clients, and train and mentor junior advisors and client service staff.

Lead insurance operations team to drive service excellence for financial advisors through reporting, escalations, process improvements, project management, cross-functional collaboration, and people leadership to ensure consistent, high-quality operational performance.

Lead and advance the enterprise-wide compliance program, set strategic vision, oversee policies, monitoring, testing, training, exams, and investigations. Serve as CCO for entities, partner with business and legal teams, drive technology-enabled transformation, mentor leaders, and ensure regulatory alignment across the firm.

Wealth Advisors create personalized wealth plans for high net worth clients, cultivating relationships, and collaborating with team members while providing comprehensive financial advice.

Provide comprehensive wealth management and customized financial plans for high‑net‑worth clients. Cultivate client relationships, execute client requests, support business development, and mentor junior advisors while collaborating with the wealth management team.