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Support advisors across client relationships by conducting interviews, developing and implementing comprehensive financial plans (investments, tax, retirement, estate), participating in client meetings, reviewing investment reports, researching planning strategies and tax changes, and assisting with onboarding and wealth management projects.

Support and modernize a cloud-first IT environment, administering Microsoft 365/Entra ID and Intune, managing LAN/WAN/WLAN and firewalls, leading infrastructure migrations and security/governance efforts, and providing office technology support across multiple locations.

Manage client relationships, develop customized financial plans, facilitate communication among team members, mentor junior advisors, and foster new business opportunities.