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The Financial Advisor will provide financial planning and advice, manage client relationships, mentor team members, and source new clients while ensuring compliance with corporate strategies.

Lead and coach a team of Regional Vice Presidents to drive new client acquisition, manage performance, refine onboarding, run pipeline reviews, and report results to firm leadership.

The Associate Regional Vice President will drive business development, manage relationships with custodial partners, and transition clients to WEG advisors, requiring travel and excellent communication skills.

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

The Associate Regional Vice President is responsible for business development, managing relationships with custodial partners, and transitioning clients to WEG Advisors. The role involves educating clients, conducting presentations, and understanding client needs while adhering to company communication strategies.

The Associate Regional Vice President focuses on business development, managing relationships, and educating clients regarding wealth management services while aiming to close and transition clients to WEG advisors.

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 Digital Marketing Associate will manage digital marketing strategies, executing paid media campaigns, optimizing SEO, preparing reports, and collaborating with the marketing team to enhance client engagement and website performance.

Lead redesign and modernization of the tax preparation practice: redesign workflows, manage migration from Pro Series to CCH Axcess, develop processes/templates, hire and manage seasonal staff, provide proactive tax planning and complex return preparation/review, partner with advisors and cross-functional teams to scale the tax business.