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Supports Wealth Managers by entering data into financial planning software, preparing comprehensive financial plans, reports, presentations, meeting materials, agendas, correspondence, and follow-up actions. Maintains client relationships, assists with assigned client cases and service operations, attends client and internal investment meetings, and may conduct investment and benefits research. The role includes training and mentoring toward an Associate Wealth Manager position.

Two-year rotational wealth management development program covering client onboarding, client operations, tax operations, portfolio management, and financial planning. Participants build technical and professional skills while supporting client relationships, paperwork, transfers, reporting, trading, investment analysis, and comprehensive financial plans. The program prepares participants for future careers as financial advisors, operations leaders, or tax professionals.