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Supports internal sales and partner programs by generating opportunities through custodial partner outreach, managing referrals, coordinating communications, scheduling client meetings, gathering case information, supporting proposals and presentations, and overseeing onboarding. Partners with Regional Vice Presidents and sales leadership to manage pipelines and coordinate sales activities. The role is remote for candidates in Mountain or Pacific time zones.

Lead and develop a team supporting advisor marketing programs, platform adoption, documentation, and process improvements. Own SOPs, playbooks, vendor/platform relationships, training, and AI-enabled workflow innovation. Drive operational consistency, measure performance, and partner cross-functionally to scale resources and improve advisor marketing effectiveness.

Prepare and review tax returns, tax strategies, projections, amendments, and responses to tax notices for high-net-worth clients and various entities. Provide tax planning advice, conduct tax research, support audits, and collaborate with financial advisors. Improve processes, identify revenue opportunities, serve as a tax subject matter expert, maintain compliance expertise, and pursue ongoing professional development.

Supports wealth management advisors with client review preparation, including gathering data, preparing packets, and drafting summary letters. Updates client financial information, documents, tasks, and records in Salesforce; performs data entry and integrity audits. Assists with office management, report generation, document organization, scanning, email, phone communication, and other administrative projects while gaining exposure to financial planning and advisory operations.

Manage standard and complex client account onboarding, including trusts, estates, LLCs, partnerships, and corporations. Review documentation, resolve NIGO items and exceptions, ensure regulatory and custodian compliance, and maintain accurate Salesforce records. Serve as a liaison and subject matter resource for advisor teams, provide quality control and mentorship, improve onboarding processes, and support scalable service delivery for high-net-worth clients.

Partner with senior advisors to support client relationships, prepare financial plans and reviews, analyze investments and insurance, place trades, document CRM notes, and contribute to business growth and client service.

Support senior advisors by managing client relationships, preparing financial plans and annual reviews, entering CRM notes, placing trades, analyzing investments and insurance, and participating in trainings and client meetings to drive business growth and client satisfaction.

The Associate Financial Advisor will support senior advisors in managing client relationships, preparing financial plans, and analyzing investments while ensuring excellent client service.

As a Financial Advisor, you will manage client relationships, facilitate financial planning, source clients, and provide investment advice while ensuring compliance and enhancing client service.

Administer and govern the firm's planning technology ecosystem: vendor management, licensing, platform administration, M&A onboarding and migrations, integrations, reporting, documentation, training, and process improvement to ensure platforms are supported, compliant, and aligned with enterprise objectives.