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Leads and mentors financial advisors while managing high-touch relationships with ultra-high-net-worth clients. Responsibilities include facilitating financial planning, conducting annual reviews, providing ongoing client support, sourcing and converting prospects, driving referrals, and supporting team growth. The role requires collaboration with senior advisors, adherence to compliance and communications standards, participation in training, and expertise in planning-oriented wealth management services.

Supports wealth-management operations by maintaining portfolio platform data, account and transaction coding, reporting configurations, and data integrity. Performs audits, troubleshoots platform issues, supports advisors and internal teams, explains performance methodologies, builds custom queries, improves processes, and assists with projects involving billing, trading, tax reporting, composites, and performance data.

Manages advisory billing operations, including fee rejection resolution, collections tracking, refunds, reconciliations, accounts receivable uploads, referral billing, and cross-custodian submissions. Provides billing expertise, reporting support, data validation, business continuity coverage, and process documentation. Requires financial services experience, advanced Excel skills, strong analytical abilities, and familiarity with portfolio accounting or management systems, preferably Orion and Salesforce. The role is remote and includes evolving use of AI tools.

Supports wealth-management operations through mailroom and office services, document scanning and records management, new-business and transaction processing, data entry, and administrative support. Maintains accurate confidential records, resolves routine processing issues, supports audits, trains colleagues, maintains procedures, and identifies process improvements. The role is on-site and requires strong organization, attention to detail, Microsoft Office proficiency, and ability to learn firm-specific systems and AI tools.

Manage client relationships, facilitate financial planning, analyze investments and insurance policies, conduct client reviews, place trades, and support senior advisors. Source and convert prospective clients through referrals and company leads while delivering planning-oriented service. The role also requires participation in training, compliance with corporate communication standards, and proficiency with advisor and client-facing technology.

Leads partner relationships with Schwab and Fidelity representatives, presents Wealth Enhancement’s services, educates prospective clients, sources and closes business, and transitions clients to advisors. Partners with advisors nationwide, participates in events and training, uses client-facing technology, and maintains compliance standards. The role is remote but requires residence in the Boston/New England territory and travel within that region.

Provides comprehensive financial planning and investment management support for clients, including discovering goals, analyzing investments and insurance, preparing annual reviews, placing trades, and managing client relationships. Sources and converts prospective clients through referrals and firm-provided leads, assists senior advisors, presents financial advice, documents meetings in the CRM, and maintains compliance while participating in training and community financial-planning activities.

Manages client relationships through planning-based financial advice, annual reviews, investment discussions, and ongoing support. Sources and converts prospects, develops referrals, and closes leads. Mentors team members on financial planning and client service, participates in training, uses advisor-facing technology, and maintains compliance with corporate communication standards.

Provides administrative and receptionist support to financial advisors, clients, managers, and committees. Responsibilities include handling calls and correspondence, scheduling appointments and meetings, maintaining confidential records, coordinating travel and expenses, preparing meeting materials and minutes, supporting onboarding and training tasks, managing office supplies and mail, and coordinating client events and marketing materials.

The Vice President, Financial Advisor manages client relationships, facilitates financial planning, conducts annual reviews, provides ongoing support, and sources and converts prospects. The role also drives referrals, closes leads, mentors team members on financial planning and client service, participates in training, uses advisor-facing technology, and maintains compliance with corporate communication standards.