Top Tech Jobs & Startup Jobs

Provides comprehensive wealth management, portfolio management, financial planning, and investment guidance to high-net-worth clients. Builds long-term client relationships, grows assets under management through referrals and business development, develops customized investment strategies, and coordinates client onboarding. Leads client meetings, collaborates with investment committees and strategic partners, develops custodial referral channels, conducts advisor training, and provides team leadership.

Supports Wealth Advisors in delivering comprehensive wealth management, financial planning, portfolio strategy, investment recommendations, and client service for high-net-worth individuals and families. Responsibilities include assessing clients’ financial needs, developing customized portfolios and proposals, preparing for client meetings, tracking follow-up actions, coordinating schedules, and providing leadership and guidance to team members.

Provide comprehensive wealth management, portfolio management, financial planning, and investment guidance to high-net-worth clients. Develop customized portfolios, asset allocations, proposals, and financial plans while collaborating with investment teams. Build long-term client relationships, grow assets under management through referrals and business development, cultivate Fidelity and Schwab referral channels, onboard new clients, and lead advisor training and meetings.

Provides comprehensive wealth management, portfolio management, financial planning, and investment guidance to high-net-worth clients. Develops customized portfolios, asset allocations, proposals, and financial plans while coordinating client onboarding. Builds relationships with clients, CPAs, attorneys, custodial referral networks, and other centers of influence to grow assets under management. Leads client meetings, branch marketing and training, business development, and team collaboration.

Conducts market and security research, supports investment strategy management and trade execution, develops portfolio allocation recommendations, monitors options and fixed-income strategies, and manages investment-focused projects. Collaborates with investment, advisory, trading, and senior leadership teams while supporting client portfolio decisions and custom investment strategies.

Own Orion and the firm's investment reporting ecosystem, ensuring accurate portfolio, client, performance, billing, and management data. Manage alternative investment documents and transactions, perform daily and periodic reconciliations, resolve discrepancies, support quarter-end reporting, and respond to custom reporting needs. Serve as vendor liaison, implement platform functionality, train users, manage system-related projects, and partner with wealth advisors and external investment stakeholders to improve reporting processes and mitigate operational risk.

Provides comprehensive wealth management, portfolio management, financial planning, and investment guidance to high-net-worth clients. Develops customized portfolios, asset allocations, proposals, and financial plans; leads client meetings and onboarding; cultivates referrals through Fidelity, Schwab, and professional networks; prospects for new business and grows assets under management. Collaborates with investment committees and strategic partners while providing team leadership.