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Supports wealth advisors serving high-net-worth clients through financial planning, investment analysis, portfolio monitoring, client relationship management, and business development. Prepares retirement, cash flow, and estate planning analyses; assists with client meetings, recommendations, rebalancing, service requests, records, compliance, and coordination with professional partners. Requires financial services experience, strong analytical and communication skills, planning and CRM software knowledge, and Series 65 licensing or willingness to obtain it.

Supports Lead Wealth Advisors with client relationships, financial plans, retirement projections, cash flow and estate analyses, portfolio monitoring, investment reviews, client meetings, onboarding, compliance documentation, and business development. Collaborates with professional partners and develops advisory, relationship management, networking, and prospect engagement skills while progressing toward a Lead Wealth Advisor role.

Supports Lead Wealth Advisors with client relationship management, financial planning analyses, retirement projections, investment reviews, portfolio monitoring, client onboarding, compliance documentation, and business development. The role involves analyzing client financial information, preparing recommendations, coordinating with professional partners, participating in client and prospect meetings, and developing the skills needed to advance into a Lead Wealth Advisor position.

Supports lead advisors in delivering wealth management 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; participating in client meetings; responding to service requests; maintaining compliant records; and supporting business development. The role requires collaboration with professional partners and offers a path toward executive-level wealth advising.

Owns the sales journey for qualified wealth management prospects from discovery through close. Leads introductory meetings, conducts structured financial discovery, presents tailored value propositions, manages the CRM pipeline, coordinates advisors and planning meetings, maintains prospect relationships, and drives conversion performance. The role requires strong financial services expertise, consultative selling ability, organization, follow-up discipline, and experience serving high-net-worth clients.

Leads fixed income trading initiatives and daily trading activities across municipal, corporate, agency, Treasury, and taxable markets. Executes and oversees trades, manages risk and compliance, evaluates trading technology, analyzes market conditions, develops trading ideas, and supports portfolio managers. Provides leadership, coaching, and mentorship to traders and support staff while building broker, counterparty, and internal relationships and driving process improvements and strategic projects.

Design and revise print and digital materials, presentations, social graphics, ads, email assets, websites, logos, icons, and illustrations. Create reusable templates, maintain visual brand guidelines and digital asset libraries, and coordinate with printers and external vendors. The role requires managing multiple projects, collaborating with advisors and corporate stakeholders, and applying graphic, UI/UX, typography, color, layout, and basic web design principles.

Leads cloud platform strategy, architecture, operations, security, governance, automation, and modernization, primarily using AWS. Manages cloud engineers, drives Infrastructure as Code and CI/CD practices, leads migrations, and develops disaster recovery and business continuity strategies while partnering with technology and business stakeholders.

Serves as the primary relationship manager for high-net-worth clients, delivering comprehensive financial planning, investment management, retirement, tax, estate, risk, and cash flow strategies. Leads client meetings, coordinates with professional advisors, develops business through referrals and networking, ensures regulatory compliance, and mentors junior advisors. The role requires strong relationship management, business development, financial planning, and investment advisory expertise.

Supports wealth management operations including custodial administration, account opening and maintenance, transactions, reconciliations, data quality, reporting, billing, and client communications. Coordinates with custodians, advisors, and service associates to resolve issues and complete requests accurately. Maintains operational records, follows established controls, supports systems and workflow improvements, and participates in operational projects.