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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.

Conduct high-volume outbound calls to airline pilots and aviation professionals, introduce Smith Anglin Financial, and schedule meetings for senior advisors. Track outreach and performance in CRM systems, follow structured sales processes, collaborate with sales, marketing, and advisory teams, and develop knowledge of financial planning, pilot compensation, and retirement structures. The role is fully onsite and includes company-supported Series 65 licensing and advancement opportunities.

Supports wealth advisors and senior wealth managers by identifying financial planning opportunities, developing customized financial plans, preparing client meetings, coordinating implementation and account maintenance, and communicating follow-up actions. The role collaborates with clients, advisers, portfolio operations, and client services teams to deliver comprehensive wealth management solutions for high-net-worth individuals and families.

Build and manage relationships with high-net-worth clients, lead financial planning discussions, provide comprehensive wealth and investment guidance, develop referral and networking opportunities, and contribute to client and business growth. The role requires strong communication, sound judgment, entrepreneurial initiative, and a client-centered approach. Advisors serve as primary contacts while collaborating with colleagues and clients’ professional advisors to deliver personalized financial strategies.

Supports cybersecurity risk management, third-party risk assessments, GRC activities, audits, incident investigations, security reviews, remediation tracking, reporting, security technology management, and employee awareness initiatives. The role collaborates with internal stakeholders, managed service providers, vendors, and leadership to strengthen security controls, ensure regulatory compliance, and protect organizational information assets.

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, service requests, implementation, compliance, and coordination with professional partners. Requires strong analytical and communication skills, financial planning software experience, and relevant securities licensing or ability to obtain it.

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

Execute and monitor operational processes, maintain custodian access, manage rep codes and data feed connections, support advisor-practice transitions, enforce documentation standards, and resolve workflow issues across departments. The role also performs quality control and special projects while supporting high-net-worth advisors in a fast-paced wealth management environment.

Partners with financial advisors on portfolio construction, asset allocation, risk positioning, manager selection, and investment recommendations. Conducts portfolio diagnostics, supports client reviews, promotes adoption of firm platforms and models, develops proposals and analytics, and coordinates with research, trading, operations, and wealth management teams to ensure compliant execution. Manages advisor relationships and converts consulting engagements into funded opportunities while communicating complex investment concepts clearly.