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Lead and develop a team supporting advisor marketing programs, platform adoption, documentation, and process improvements. Own SOPs, playbooks, vendor/platform relationships, training, and AI-enabled workflow innovation. Drive operational consistency, measure performance, and partner cross-functionally to scale resources and improve advisor marketing effectiveness.

Partner with senior advisors to support client relationships, prepare financial plans and reviews, analyze investments and insurance, place trades, document CRM notes, and contribute to business growth and client service.

Support senior advisors by managing client relationships, preparing financial plans and annual reviews, entering CRM notes, placing trades, analyzing investments and insurance, and participating in trainings and client meetings to drive business growth and client satisfaction.

The Associate Financial Advisor will support senior advisors in managing client relationships, preparing financial plans, and analyzing investments while ensuring excellent client service.

Administer and govern the firm's planning technology ecosystem: vendor management, licensing, platform administration, M&A onboarding and migrations, integrations, reporting, documentation, training, and process improvement to ensure platforms are supported, compliant, and aligned with enterprise objectives.

As a Financial Advisor, you will manage client relationships, facilitate financial planning, source clients, and provide investment advice while ensuring compliance and enhancing client service.

The Financial Advisor will provide financial planning and advice, manage client relationships, mentor team members, and source new clients while ensuring compliance with corporate strategies.

Lead and coach a team of Regional Vice Presidents to drive new client acquisition, manage performance, refine onboarding, run pipeline reviews, and report results to firm leadership.

The Associate Regional Vice President will drive business development, manage relationships with custodial partners, and transition clients to WEG advisors, requiring travel and excellent communication skills.

The Counsel – Equity Management will oversee equity compensation compliance, advise on regulatory matters, manage equity transactions, and draft legal documentation.