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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.

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

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

Provide operational leadership and portfolio accounting expertise for ultra-high-net-worth (UHNW) clients. Design and deliver customized performance reporting, manage alternative and manual accounts in Orion/Addepar, troubleshoot complex discrepancies, build scalable UHNW reporting processes, and partner cross-functionally to support advisors and improve operations.