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Serves as the primary client contact for a wealth management firm, managing calls, emails, office visits, client records, calendars, meeting preparation, appreciation initiatives, events, mailings, administrative paperwork, office supplies, and facility coordination. The role emphasizes polished client service, organization, anticipation of needs, and maintaining a consistently client-ready office.

Manage a defined portfolio of client relationships for a fee-based financial planning firm serving primarily retirees. Responsibilities include meeting preparation and follow-up, portfolio rebalancing, tax-loss harvesting, CRM maintenance, transfer and paperwork follow-up, annuity reviews, prospect re-engagement, and participation in client events. The role requires an active Series 65 license and offers a path toward lead advisor responsibilities.

Provide direct client-facing financial planning support alongside the firm president. Responsibilities include preparing and reviewing eMoney financial plans, documenting client meeting decisions, participating in investment management discussions, supporting strategy meetings and follow-ups, reviewing client data, executing trades and rebalancing, and eventually managing client relationships. This role emphasizes detailed planning, portfolio perspective, client service, and long-term relationship management rather than prospecting.

Senior Wealth Strategist responsible for portfolio management, investment research, comprehensive financial planning, advisor support, client relationship ownership, and financial communications. The role develops retirement, tax, estate, succession, insurance, and wealth-transfer strategies while implementing trades, monitoring portfolios, evaluating investment opportunities, and supporting complex client cases. Requires a finance-related bachelor’s degree, Series 7, strong Excel and financial modeling skills, and relevant finance or investment experience.