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

The role involves driving revenue growth through strategic partner referral programs, establishing client relationships, and managing complex financial planning processes for high net worth clients.

As a Financial Advisor, manage client relationships, facilitate comprehensive financial planning, drive referrals, and mentor team members while ensuring compliance with corporate strategies.

Prepare and review tax returns, assist in tax planning, research tax issues, maintain compliance, and support tax operations.

The Client Pricing Director will lead pricing strategy, oversee pricing governance, conduct market analysis, and develop pricing innovation while collaborating across teams to optimize organizational pricing capability.

The Financial Advisor manages client relationships, facilitates financial planning, sources new clients, conducts reviews, and uses advisor technology. Must have advanced designations and strong communication skills.

The Tax Associate prepares and reviews tax returns, assists in tax planning, conducts research on tax issues, and collaborates with team members to ensure compliance and enhance practices.