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The Wealth Advisor manages a client book, ensuring client retention and onboarding new clients, while providing financial planning and support in investment, tax, and estate matters.

The Executive Assistant provides high-level administrative support to senior executives, managing calendars, travel, communication, and project coordination to enhance operational efficiency.

The Director of Financial Planning leads financial planning efforts for UHNW clients, overseeing a team, implementing processes, and enhancing client service efficiency.

The Wealth Advisor will serve as the primary advisor to 150-250 clients, ensuring client retention and onboarding. They will support business development, deliver financial planning modules, and manage client communications while adhering to company standards.

The Relationship Manager I oversees client service excellence in the Wealth Management team, ensuring service commitments, managing workflows, and enhancing client relationships, with a clear career path for advancement.

The Financial Planner prepares comprehensive financial plans, collaborates with teams, analyzes data, and maintains client relationships focusing on accuracy and efficiency.

The Director of Philanthropic Services advises high-net-worth clients on charitable giving strategies, manages philanthropic initiatives, and integrates philanthropy into comprehensive wealth management.

The Senior Tax Director leads tax planning strategies for UHNW clients, ensures compliance, and builds long-term client relationships, with no audit work involved.

Prepare comprehensive financial plans using eMoney, Morningstar, SS Analyzer, Excel and CRM tools; collect client documents, collaborate with advisors, and support workflows while learning financial planning topics and maintaining client confidentiality.

The Tax Director will manage client relationships, oversee tax return processes, provide tax planning strategies, and mentor junior staff for UHNW clients, ensuring high-quality service without business development pressures.