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Serve as primary advisor to complex, high-net-worth clients delivering advanced financial, tax, estate, and portfolio strategies. Lead client meetings, design tax-efficient portfolios, advise on concentrated positions and liquidity events, mentor junior advisors, and expand AUM through relationship development while upholding compliance and fiduciary standards.

Client-facing Wealth Advisor who builds trust and closes business. Develops personalized financial plans, manages portfolios, implements tax-efficient strategies, conducts regular client meetings, grows assets under management, and collaborates with lead generation and service teams to deliver a premium client experience.

Engage warm leads, qualify prospects, schedule advisor meetings, collect financial information, maintain CRM accuracy, follow up to drive conversions, collaborate with advisory teams, represent the firm at events, and pursue licensing and ongoing sales/financial training.

Inside sales role that qualifies warm leads, schedules appointments for advisors, maintains CRM and prospect tracking, represents the firm at events, hits performance targets, and pursues licensing and professional development to grow into an advisor role.

Support New Business team by managing client onboarding, CRM and financial trackers, scheduling and confirming appointments, completing AUM processes, handling account openings/transfers, and ensuring accurate documentation and client communications.