Serve as primary client contact for an advisory team: manage relationships, coordinate meetings and portfolio review prep, maintain CRM data, plan client events, and collaborate with advisors and support staff to deliver seamless client service.

As a Financial Advisor, you will assist clients with financial planning and investment management, ensuring detailed understanding of their needs and crafting tailored solutions. Your role includes client meetings, plan reviews, and portfolio management participation, supporting the firm's goals in a team-centered environment.

The Business Development Specialist at Ansardi Group focuses on marketing, client engagement, and business development while representing the firm at events and managing communications.