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Provide centralized support to Financial Advisors by organizing client documentation, developing comprehensive financial plans and analyses, summarizing benefits/taxes/estate documents, creating reports with Morningstar and BRT, maintaining CRM and account records, preparing client reviews, coordinating with investment and insurance teams, and supporting advisor research and plan delivery.

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.

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.

Provide technical tax advice, prepare and amend multi-entity tax returns, create tax projections, conduct research, support audits, collaborate with Financial Advisor teams, train staff, drive process improvements, and promote WETCS services to clients.

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.

Provide tax preparation, review, and planning for individuals, trusts, estates, partnerships, and corporations; ensure compliance and timely filings; support tax notices and audits; collaborate with advisors on tax-efficient strategies; maintain tax research, projections, tools, and client education materials. Seasonal full-time (Jan–Apr) with potential part-time after tax season.

Work as part of an advisory team to manage and grow a client portfolio, facilitate comprehensive financial planning, prepare and conduct annual reviews, source and close new clients, assist with account management and trades, maintain CRM records, and participate in training and community engagement. This is a succession opportunity for an established book.

Provide high-level, planning-oriented wealth management: manage and grow client relationships, facilitate financial planning, source and close prospects, mentor team members, maintain compliance, and participate in firm training and community engagement.