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The Senior Digital Marketing Specialist leads digital marketing strategies, optimizing campaigns and content while ensuring compliance and enhancing client engagement for a financial services firm.

The Senior Financial Planner will create personalized financial plans and collaborate with Wealth Advisors to support high-net-worth clients, focusing on estate, tax, and investment strategies while ensuring client communication and analysis of planning progress.

Provide high-touch client service and administrative support to high-net-worth investors and their advisors. Open and manage accounts, process deposits/withdrawals, execute asset allocation changes, prepare portfolio review materials and tax analyses, maintain CRM and client files, coordinate meetings, and support department/firm projects to improve processes.