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Assist seasoned financial advisors in building a personal book of business, developing financial planning relationships, and managing client service models. Responsible for obtaining licenses and executing marketing plans to acquire clients.

Oversee product management for advisor technology solutions, focusing on tools for business planning and AI-driven capabilities, while managing a product team.

The role involves recruiting new financial advisors, managing pipelines, building relationships, and communicating the company's value proposition effectively.

The Advisory Consulting Manager develops investment strategies, advises on product regulations, conducts advisor calls, and supports sales initiatives in the West territory.

The Regional Recruiting Director will be responsible for recruiting new advisors, managing the recruiting pipeline, building relationships with advisors, and achieving regional recruiting goals in Ohio, Western PA, and West Virginia.

Internal sales role supporting advisors in the PacWest region to drive advisory program sales and net flows. Conduct outbound and inbound advisor calls, advise on product rules and solutions, support territory business planning, events, and field initiatives, and track activity and expenses in Salesforce and Concur. Requires licensing, compliance coursework, and regional travel.

Design, code, test, and maintain application software and data systems, ensuring quality technical solutions that comply with architectural standards. Mentor junior developers and evaluate applications for performance and reliability while collaborating with cross-functional teams to meet project goals.

The role involves full stack development, cloud architecture management, API integration, and leading a development team in investment technology.

The Client Support Associate engages with clients, assists with financial planning, supports advisors, and ensures excellent client service. This role involves shadowing clients, processing transactions, and managing client needs while adhering to compliance regulations.

As a Client Support Associate, you'll manage client interactions, assist in sales opportunities, and the financial planning process while developing industry skills.