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The Wealth Advisor will build client relationships, acquire new high-net-worth clients, and provide tailored wealth management solutions, ensuring exceptional service and communication.

The Tax Manager will provide comprehensive tax compliance services, estate planning, and develop tax strategies. Responsibilities include managing client accounts, reviewing tax returns, and conducting business development.

The Workplace Design Associate supports interior layouts, workplace design, and project coordination, enhances FFE procurement, and works with cross-functional teams for project execution.

The role involves developing and managing the business continuity and disaster recovery programs, conducting risk assessments, and ensuring compliance with security regulations.

Assist Wealth Advisor in providing exceptional client services and prepare financial plans and investment recommendations, while developing independence in client management.

The Associate Wealth Advisor supports Wealth Advisors in managing client relationships, financial planning, and investment recommendations, developing independence in client management.

The Senior Wealth Analyst prepares financial plans, investment reports, and coordinates with Wealth Advisors while gaining knowledge in wealth management.

Collect and analyze client financial data, prepare visuals and preliminary financial plans, support wealth strategists with tax, estate, insurance, gifting and college planning, monitor and rebalance portfolios, handle operations (wires, journals, account openings), conduct investment research, manage CRM workflows, and support the Wealth Planning Team in delivering comprehensive plans for high- and ultra-high-net-worth clients.

The FP&A Director will oversee financial planning, budgeting, and forecasting, leveraging wealth management expertise to enhance strategic initiatives and commercial presentations.

The Associate Wealth Advisor supports Wealth Advisors in client services, prepares financial plans, manages client follow-up, and mentors others, progressing towards independent client relationship management.