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Supports financial planners by developing client financial plans, retirement and tax projections, risk management analyses, estate plans, and recommendations. Conducts client-specific financial planning research and assists with account establishment, money movement, and client requests. The role requires strong attention to detail, communication, problem-solving, and a desire to grow into a financial planner position.

Lead and develop the advisory team, establish planning standards and scalable processes, ensure consistent high-quality planning delivery, optimize workflows and integrations, track performance metrics, maintain select high-impact client relationships, and serve on firm leadership to shape strategy and culture.

Develop and present comprehensive financial plans; perform retirement, tax, risk-management, and estate analyses; deepen client relationships; collaborate with senior planners and advisors; and continue building planning expertise.

Work directly with individual investors and families to design and implement personalized investment portfolios, communicate strategy, research investments, monitor and audit portfolios, coordinate implementation, and contribute to the investment committee.