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Lead complex, multidisciplinary wealth planning for high- and ultra-high-net-worth clients. Design and implement advanced estate, tax, succession, liquidity, and philanthropic strategies. Produce client-ready plans using eMoney and MoneyGuidePro, join meetings as subject-matter expert, mentor junior planners, and collaborate with advisors and internal teams to deliver cohesive, high-touch solutions.

The Tax Advisor prepares individual income tax returns, analyzes tax notices from agencies, and collaborates on tax strategies with clients and advisors.

Serve as a primary advisor managing a high-volume client base, delivering comprehensive financial planning, leveraging firm tools and integrated services (estate, insurance, tax), maintaining strong in-office leadership, using CRM-driven activity management, and adopting technology to scale client engagement while meeting daily activity and documentation standards.

The Tax Manager will oversee tax services like income tax preparation, projections, and analysis while supporting client-facing activities and strategic tax planning with financial advisors.

Serve as a primary client-facing advisor delivering comprehensive fiduciary financial planning, lead discovery and ongoing relationship management, collaborate with Wealth Planning and Associate Advisors, leverage integrated estate, tax, and insurance resources, maintain in-office leadership presence, and document client plans and communications in the CRM.

The Wealth Management Associate supports financial sales representatives by managing client referrals, coordinating the sales cycle, onboarding new clients, and ensuring a positive client experience through effective communication and organization.

The Data Engineer will optimize data infrastructure, modernize SQL processes, support data governance, and mentor team members while enhancing analytics capabilities.