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Assist the advisory team in managing client relationships, preparing financial plans, and providing excellent service during client meetings. Analyze investments and create reviews for clients.

Support regional marketing VPs by processing and qualifying leads, scheduling and coordinating client meetings, assisting throughout the sales cycle, preparing proposals, and handling post-close onboarding. Partner with sales leadership and central teams to manage pipeline and deliverables. Use CRM and financial planning tools and apply AI tools to improve productivity.

Provide financial planning and investment management support to clients and senior advisors, source and close new clients, conduct annual reviews, manage accounts and trades, maintain CRM records, and adhere to firm processes, training, and compliance standards.

Coordinate and support investment-adviser and ERISA compliance programs, perform SEC filings (13H/13F), review GIPS and sales literature, assist Advisory Solutions compliance operations, document SOPs, drive process improvements, and use data analytics and AI tools to identify compliance risks and support reporting and control testing.

The Financial Advisor will manage client relationships, assist with complex financial planning, source new clients, and present advice in alignment with WEG standards.

Work as part of an advisory team to manage and grow a client portfolio, facilitate comprehensive financial planning, prepare and conduct annual reviews, source and close new clients, assist with account management and trades, maintain CRM records, and participate in training and community engagement. This is a succession opportunity for an established book.

As a Financial Advisor, manage client relationships, facilitate comprehensive financial planning, drive referrals, and mentor team members while ensuring compliance with corporate strategies.

Provide high-level, planning-oriented wealth management: manage and grow client relationships, facilitate financial planning, source and close prospects, mentor team members, maintain compliance, and participate in firm training and community engagement.

Provide tax preparation, review, and planning for individuals, trusts, estates, partnerships, and corporations; ensure compliance and timely filings; support tax notices and audits; collaborate with advisors on tax-efficient strategies; maintain tax research, projections, tools, and client education materials. Seasonal full-time (Jan–Apr) with potential part-time after tax season.

The Financial Advisor manages client relationships, facilitates financial planning, conducts annual reviews, sources clients, presents plans, and assists senior advisors.