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Provides administrative and receptionist support to financial advisors, clients, managers, and committees. Responsibilities include handling calls and correspondence, scheduling appointments and meetings, maintaining confidential records, coordinating travel and expenses, preparing meeting materials and minutes, supporting onboarding and training tasks, managing office supplies and mail, and coordinating client events and marketing materials.

Manage client relationships, facilitate financial planning, conduct annual reviews, analyze investments and insurance policies, place trades, and support senior advisors. Source and convert prospective clients through referrals and company leads while providing high-level planning-oriented service. Maintain accurate CRM records, participate in training, use advisor-facing technology, and remain compliant with corporate communication and regulatory standards.

Manages support, administration, governance, and optimization of operational applications including eMoney, MoneyGuidePro, Holistiplan, and Riskalyze. Serves as a liaison between platform support and business teams, troubleshoots issues with vendors, develops documentation and training, supports onboarding, ensures compliance and data integrity, and coordinates application enhancements, testing, deployments, and change communications. The role also requires advanced AI proficiency, including designing AI-enabled workflows, evaluating solutions, prompt engineering, and training users.

Leads regional new-client development for a wealth management firm, acquiring and closing high-net-worth clients with over $500,000 in investable assets. Builds revenue through consultative sales, financial planning presentations, and investment recommendations while supporting advisory teams, client transitions, and retention. Requires strong wealth management expertise, relationship-building, strategic selling, CRM experience, FINRA Series 65 or 66, and willingness to travel up to 50%.

The Vice President, Financial Advisor manages client relationships, facilitates financial planning, conducts annual reviews, provides ongoing support, and sources and converts prospects. The role also drives referrals, closes leads, mentors team members on financial planning and client service, participates in training, uses advisor-facing technology, and maintains compliance with corporate communication standards.

Manage client relationships through personalized financial planning, investment reviews, ongoing support, and annual consultations. Source and convert prospects, close referrals and company-provided leads, and drive sales growth. Mentor team members on financial planning and client service while adhering to corporate communication and compliance standards. Participate in training and use advisor-facing technology to deliver high-level wealth management services.

The Financial Advisor manages client relationships, facilitates financial planning, conducts annual reviews, analyzes investments and insurance policies, places trades, and supports account management. The role also sources and converts prospective clients, drives referrals, presents financial advice, maintains CRM records, and assists senior advisors with complex client relationships. This is a succession opportunity involving an established client portfolio.

Supports internal sales and partner programs by generating opportunities through custodial partner outreach, managing referrals, coordinating communications, scheduling client meetings, gathering case information, supporting proposals and presentations, and overseeing onboarding. Partners with Regional Vice Presidents and sales leadership to manage pipelines and coordinate sales activities. The role is remote for candidates in Mountain or Pacific time zones.

Prepare and review tax returns, tax strategies, projections, amendments, and responses to tax notices for high-net-worth clients and various entities. Provide tax planning advice, conduct tax research, support audits, and collaborate with financial advisors. Improve processes, identify revenue opportunities, serve as a tax subject matter expert, maintain compliance expertise, and pursue ongoing professional development.

Supports wealth management advisors with client review preparation, including gathering data, preparing packets, and drafting summary letters. Updates client financial information, documents, tasks, and records in Salesforce; performs data entry and integrity audits. Assists with office management, report generation, document organization, scanning, email, phone communication, and other administrative projects while gaining exposure to financial planning and advisory operations.