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Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, analyzing client data, and serving existing clients. Maintains accurate records in CRM and financial planning systems, addresses service requests, monitors regulations and market trends, and supports client retention. Requires a relevant bachelor’s degree, an active financial industry designation or license, financial planning and investment knowledge, and strong communication and client service skills.

Provides comprehensive financial planning and wealth management for prospects and clients, including investment analysis, portfolio updates, income projections, risk assessment, and retirement strategies. Develops client relationships, supports business development and marketing workshops, meets production targets, monitors compliance and market developments, and mentors junior advisors. Collaborates with tax, legal, and insurance professionals to deliver integrated financial guidance.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, serving existing clients, analyzing financial data, documenting activity in CRM and planning systems, and maintaining knowledge of regulations, markets, and investment products.

Executive leader responsible for scaling and optimizing operations across a high-growth registered investment advisory firm. Oversees client service, trading, billing, compliance support, onboarding, technology systems, M&A integration, process improvement, data governance, risk controls, and operational teams. Partners with executive leadership, technology, compliance, and advisors to improve efficiency, ensure regulatory readiness, and deliver consistent client and advisor experiences.

Manages a personal client book, delivers holistic financial planning and investment recommendations, develops new business through referrals and networking, meets production and revenue goals, maintains compliance knowledge, coordinates client service, and mentors junior advisors.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, serving existing clients, analyzing financial data, documenting client activity, and maintaining knowledge of regulations, markets, and financial products. The role provides client service and helps support retention and satisfaction initiatives.

Coordinates local market engagement, client and prospect events, community relationships, referral partner activities, and business development support for the Marietta office. Tracks timelines, deliverables, budgets, vendors, marketing assets, and follow-up while collaborating with advisors, office leadership, regional Marketing, and community partners. Supports event logistics, branded materials, reporting, and project workflows in alignment with firm standards.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, analyzing client data, servicing existing clients, documenting activities in CRM and planning systems, and maintaining knowledge of regulations, markets, and financial products.

Leads FP&A and Treasury functions, including budgeting, forecasting, liquidity management, strategic finance, capital planning, and executive reporting. Oversees financial modeling, M&A analysis, KPI reporting, board and investor materials, and finance transformation. Partners with Technology, Data, Accounting, and executive stakeholders to modernize planning, reporting, automation, and analytics while building a high-performing finance organization.

Supports the firm's investment management process through daily trading, portfolio rebalancing, investment performance analysis, model management, research, and operational support. Executes trades across mutual funds, ETFs, equities, and bonds; audits transactions, fees, cash balances, and securities; assists advisors with trading procedures; conducts education sessions; monitors market risks; and improves trading processes.