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Seeking an investment associate with a strong investment analysis/management background and emphasis in financial planning. Responsible for maintaining a book of business, trading assets, coordinating with wealth management and fund companies, monitoring asset variance, conducting research, and providing client guidance.

The Lead Financial Advisor will manage client relationships, assess financial situations, develop plans, oversee investments, ensure compliance and identify growth opportunities, while also communicating complex concepts and staying informed about market trends.

The Operations Associate will support the financial planning process by managing client accounts, preparing documentation, responding to service requests, and assisting clients with financial goals. The role involves communication with advisors and clients, and requires knowledge of financial products and strong organizational skills.