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The Private Investment Specialist oversees reporting and operational functions for the alternative investment portfolio. Responsibilities include auditing and managing fund data in Black Diamond, coordinating with SS&C Accord, investment sponsors, and internal teams, and preparing customized reports for major clients. The role requires strong organization, accuracy, initiative, Microsoft Office proficiency, and at least five years of relevant industry experience. Private investment experience is preferred but not required.

Serve as a primary wealth advisor for high-net-worth individuals, families, and business owners. Develop comprehensive financial plans covering investments, retirement, taxes, estate planning, insurance, and risk management. Provide specialized divorce financial planning, settlement analysis, documentation, and support for mediation or litigation. Build trusted client relationships, coordinate with attorneys and other professionals, monitor plans, and contribute to business development and referral networks.

Serve as the primary relationship manager for high-net-worth clients, delivering comprehensive financial planning and customized wealth management strategies. Manage investment portfolios, coordinate with external professional advisors, ensure regulatory compliance, develop client relationships, generate new business through networking and referrals, and mentor junior advisors. The role requires expertise in retirement, investment, tax, estate, risk management, and cash flow planning.

Supports high-net-worth clients through financial planning, investment analysis, retirement projections, portfolio monitoring, relationship management, client meetings, onboarding, and business development. The role prepares financial plans and recommendations, coordinates with professional partners, maintains fiduciary documentation and compliance standards, and develops advisory and networking skills toward progression into a Lead Wealth Advisor position.

Supports high-net-worth clients by developing financial planning and investment recommendations, preparing client deliverables, leading implementation, and participating in client meetings. The Associate Advisor manages select relationships, collaborates with senior advisors and outside professionals, and helps clients address retirement, tax, estate, insurance, cash flow, and investment needs. The role also involves relationship development, client retention, and ongoing professional growth toward independent advisory leadership.

Conduct risk-based compliance reviews of marketing and communications for registered investment adviser and broker-dealer businesses. Evaluate materials under SEC Marketing Rule, FINRA requirements, and applicable regulations; identify regulatory and reputational risks; provide practical guidance; maintain policies and controls; train stakeholders; monitor regulatory developments; support audits and examinations; improve review workflows and technology; and mentor team members.

Oversee and analyze client investment portfolios, execute trades, monitor allocations and risk exposures, prepare performance reports, and support tax-aware portfolio management. Conduct investment research, assist with private and alternative investments, and contribute to Investment Committee initiatives. Lead strategic projects involving business reporting, cash management, rebalancing, financial planning, and operational efficiency while supporting client meetings and mentoring team members.

Supports lead wealth advisors in delivering comprehensive services to high-net-worth clients. Responsibilities include preparing financial plans, retirement projections, cash flow analyses, and estate planning summaries; analyzing financial data; monitoring portfolios; assisting with investment reviews and rebalancing; coordinating with professional partners; handling client requests; maintaining compliant records; and supporting business development. The role offers mentorship and a path toward becoming a Wealth Advisor.

Supports advisory fee billing operations, including account onboarding and terminations, fee and refund calculations, billing test runs, reporting, audit documentation, and internal control compliance. Collaborates with advisor teams to resolve billing inquiries, maintain accurate records, support integrations and projects, and remediate discrepancies. The role requires strong financial analysis, billing systems, data accuracy, communication, and Excel skills.

Supports wealth advisors with client onboarding, review preparation, service requests, investment proposals, financial planning, advisory operations, relationship management, and regulatory compliance. The role requires investment management experience, financial planning knowledge, analytical and organizational skills, and securities licensing. CFP certification or progress toward certification is expected, while experience with eMoney, Salesforce, and Tamarac is advantageous.