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The VP, Corporate Executive Program will lead and expand a wealth planning platform for corporate executives, driving revenue and advisor engagement through specialized planning solutions.

The RVP of CPA Alliances drives growth by building relationships with CPA firms, executing outreach, managing partnerships, and ensuring compliance. The role focuses on referral program development and strategic planning to enhance client value and revenue.

The Director of Tax Strategy & Operations will lead the transformation of the tax practice, manage software migration, and develop scalable processes while mentoring a team of tax preparers and collaborating with financial advisors.

The New Client Acquisition Specialist identifies potential clients for financial advisors by developing leads, screening prospects, and setting appointments, while utilizing Salesforce and maintaining financial industry knowledge.

Assist the advisory team in managing client relationships, preparing financial plans, and providing excellent service during client meetings. Analyze investments and create reviews for clients.

As an Intern, you will support office operations by greeting clients, managing inquiries, assisting advisors, and performing administrative tasks while developing communication skills.

The Administrative Assistant will support Financial Advisors by handling client calls, scheduling meetings, managing office tasks, and maintaining client files in Salesforce while ensuring a welcoming environment for clients.

The VP Financial Advisor manages client relationships, facilitates financial planning, sources prospects, mentors team members, and participates in training programs.

The Financial Advisor manages client relationships, facilitates financial planning, conducts annual reviews, sources clients, presents plans, and assists senior advisors.

The Financial Advisor will manage client relationships, assist with complex financial planning, source new clients, and present advice in alignment with WEG standards.