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Manage client relationships through personalized financial planning, investment reviews, ongoing support, and annual consultations. Source and convert prospects, close referrals and company-provided leads, and drive sales growth. Mentor team members on financial planning and client service while adhering to corporate communication and compliance standards. Participate in training and use advisor-facing technology to deliver high-level wealth management services.

The Financial Advisor manages client relationships, facilitates financial planning, conducts annual reviews, analyzes investments and insurance policies, places trades, and supports account management. The role also sources and converts prospective clients, drives referrals, presents financial advice, maintains CRM records, and assists senior advisors with complex client relationships. This is a succession opportunity involving an established client portfolio.

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.

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.

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

The Vice President, Financial Advisor manages complex client relationships, facilitates comprehensive financial planning, conducts annual reviews, analyzes investments and insurance policies, presents advice, places trades, and supports account management. The role also assists with prospect conversion, develops referral opportunities, maintains CRM records, participates in training, and ensures compliance with corporate communication standards. The position requires extensive registered representative experience, advanced planning expertise, strong communication skills, and local client travel.

The VP, Corporate Executive Program will lead and expand a wealth planning platform for corporate executives, driving revenue and advisor engagement through specialized planning solutions.