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Manage front-desk operations, office readiness, meeting rooms, mail and shipping, administrative records, supplies, facility needs, and recurring financial-services documentation. Maintain spreadsheets, process checks and payments, coordinate office updates, monitor inventory, and communicate maintenance or work-order needs. The role requires strong communication, organization, independence, professionalism, and proficiency with Microsoft Office.

Advise clients on financial goals and risk tolerance, recommend insurance, investments, and retirement solutions, conduct portfolio reviews, handle account openings and paperwork, provide ongoing client support, and actively prospect to generate new business while collaborating with internal specialists.

Support client relationship development and service by conducting needs assessments, assisting with customized financial recommendations (investments, insurance, retirement), facilitating account setup and documentation, participating in portfolio reviews, responding to client inquiries, and helping grow the book of business through referrals and prospecting. Receive training, mentorship, and licensing support (Series 7/66, insurance) as part of a structured six-month program.

Advise clients on financial planning and investment strategies, build and manage client relationships and portfolios, collaborate with tax and estate professionals, and stay current on market and regulatory developments to deliver holistic wealth management solutions.

Advise clients on comprehensive financial planning and portfolio management, design customized investment strategies, monitor portfolios, collaborate with tax and estate professionals, and grow client relationships and firm business.

Client-facing entry-level role supporting financial planning and wealth management: develop client relationships, assist with investment/retirement/insurance strategies, support onboarding and account servicing, collaborate with specialists, participate in reviews, and contribute to business growth through prospecting and community involvement.