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The Financial Advisor will provide exceptional financial plans and advice, manage client relationships, source prospects, and mentor the team in financial planning matters.

Partner with Treasury, FP&A, Business Finance, and M&A to produce advanced Excel financial models, perform ad-hoc analyses, support monthly reporting, forecasting, budgeting, cash flow/treasury tasks, assist M&A due diligence and integration, improve forecasting tools and dashboards, and communicate insights to financial and non-financial stakeholders.

Provide operational leadership and portfolio accounting expertise for ultra-high-net-worth (UHNW) clients. Design and deliver customized performance reporting, manage alternative and manual accounts in Orion/Addepar, troubleshoot complex discrepancies, build scalable UHNW reporting processes, and partner cross-functionally to support advisors and improve operations.

The Financial Advisor manages client relationships, facilitates financial planning, sources new clients, and maintains compliance while providing personalized financial advice.

Greet clients, answer incoming calls, handle appointments and basic account inquiries, perform data entry and document processing, manage mail and office supplies, prepare client reports, process transactions, maintain databases, and assist with general office projects to ensure a professional client experience.

Identify and qualify prospective clients through high-volume outbound calls and email, set appointments for financial advisors, record interactions in Salesforce, partner with marketing to communicate value, and maintain financial industry knowledge and compliance.

The Regional Vice President will manage custodial client relationships, educate on financial solutions, and close new business opportunities. This role involves extensive travel and coordination with WEG advisors.

The VP Financial Advisor manages client relationships, facilitates financial planning, sources clients, and assists in client service alongside senior advisors. The role requires strong analytical skills and a proactive approach to client engagement.

Analyze, clean, and validate data from multiple sources; develop and run SQL queries; calculate KPIs and financial metrics; create visualizations and present insights to non-technical stakeholders; collaborate with business partners to translate requirements into data-driven recommendations.

The Vice President, Financial Advisor will manage client relationships, facilitate financial planning, assist in closing new client leads, and provide high-quality financial advice, while navigating complex financial contexts.