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The Counsel – Equity Management will oversee equity compensation compliance, advise on regulatory matters, manage equity transactions, and draft legal documentation.

Assist Financial Advisors in creating comprehensive financial plans, conducting analyses, and addressing technical planning inquiries. Participate in client communication, training, and team initiatives.

Work as part of an advisory team to manage client relationships, facilitate financial planning, prepare and conduct reviews, source and close clients, support senior advisors in meetings and account management, enter CRM notes, and participate in training while maintaining compliance.

Serve as a senior advisory team member managing and growing client relationships through financial planning and investment management, sourcing and closing prospects, mentoring team members, and ensuring compliance and strong client communication.

The Sr. Supervision Manager will lead the supervision team, ensuring compliance with regulatory standards, enhancing supervisory processes, and managing the performance of Supervision Analysts.

The Financial Advisor will manage client relationships, facilitate financial planning processes, source leads, and mentor team members to improve service and client outcomes.

The Financial Advisor Assistant supports advisors by managing client relationships, overseeing onboarding, preparing financial documentation, and assisting in financial planning.

The Financial Planning Assistant provides support to financial advisors by managing client paperwork, preparing for meetings, and handling general office administrative tasks. This role emphasizes client interaction and project assistance, as well as learning financial planning software.

Assist a financial advisory team by managing client relationships, analyzing client investments, preparing reviews, and participating in training programs.

The Hardware Support Intern will assist with IT operations, build and deploy laptops, handle equipment shipments, and support tech issues while learning about IT workflows and documentation.