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The Financial Advisor Assistant supports financial advisors by managing client paperwork, maintaining CRM data, executing transactions, and assisting in financial planning tasks.

The Financial Planner supports Financial Advisors in creating customized financial plans, analyzes client data, and mentors new team members. Responsibilities include utilizing planning tools, client communication, and resource maintenance.

The Prospect Acquisition Associate will confirm and qualify prospective clients, schedule meetings with advisors, and facilitate an exceptional client experience, primarily through outbound calls and managing CRM documentation.

The Tax Director leads a team of tax professionals, providing tax advisory, planning, and preparation services while focusing on team management and client satisfaction.

The VP Financial Advisor will manage client relationships, facilitate financial planning processes, source prospects, mentor staff, and participate in training while adhering to corporate compliance standards.

The Associate Financial Advisor supports senior advisors with client meetings, manages client relationships, prepares reviews, and creates financial plans, ensuring exceptional service and organizational compliance.

The Financial Advisor will assist clients in achieving financial goals through personalized financial plans, client relationship management, and mentoring team members in financial planning.

The Digital Marketing Specialist executes digital media campaigns, drives organic traffic through SEO, optimizes websites for engagement, and prepares reporting on digital performance.

Assist a financial advisory team by managing client relationships, analyzing client investments, preparing reviews, and participating in training programs.

The Financial Advisor will manage client relationships, facilitate financial planning, assist senior advisors, source clients, and conduct reviews.