Your Role:

• Prepare all standard deliverables related to the delivery of wealth management advice based on inputs from team members.  
• Review  current client portfolios and makes recommendations in consultation with team regarding changes based on both asset allocation and location; considers both strategic and tactical allocation opportunities to improve return and reduce volatility. 
• Provide spreadsheet analysis on an ad-hoc basis for more advanced financial topics and other specialty requests such as tax loss harvesting, stock option and restricted stock inventories, and other wealth transfer strategies; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software. 
• Work with the team to craft client meeting agenda and prepare deliverables to be presented; analyzes client data and develops strategies; occasionally attends client meetings; ensures all client related action items are communicated and memorialized in the CRM. 
• Work with Tax, Investments and Estate Planning to determine additional levels of detail required for the client’s situation. 
• Manages tax coordination and execution for clients’ personal and trust accounts.
• Manage the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. 
• Timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals. Responsible for initiating requests, review, and approval. Ensures completion within specified timeframes and provides thorough communication to client throughout the process. 
• Primary point of contact for custodians around all operational and tactical service matters. 
• Gather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current. 
• Act as the point person for all client service team inquiries; work with team members to ensure all action items are moved forward and completed. 
• This role is an in-office, and exempt position. We are a work from office culture with lots of flexibility. 

Your Experience:

• Bachelor’s degree required (preferably in Financial Planning, Finance, Accounting, Business, or Economics)  
• Academic success and other internships or work-related experience preferred. 
• Series 65 (or equivalent) or ability to obtain within 120 days of hire. 
• Interest in pursuing the Certified Financial Planner (CFP) credential in the future. 
• Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job. 

Skills & Attributes:

• A commitment to excellence and a drive to maintain high standards in all tasks.  
• Versatility and flexibility with a willingness to work within constantly changing priorities with a positive attitude.  
• Exceptional communication and collaboration abilities, both written and verbal, to build trust and confidence with clients and colleagues.   
• A high level of personal integrity, professionalism, and accountability.   
• Strong analytical and problem-solving skills, acute attention to detail, and exceptional organizational abilities.   
• Excellent work habits, featuring a self-starter mentality that proactively manages workloads and takes ownership of prioritizing tasks.   
• A positive attitude and enthusiasm for engaging in company culture!   

Program Details:

• Position to begin on June 16, 2025. 
• Extensive training and mentorship opportunities. 
• Clear benchmarks for success and regular check-ins. 
• This is a full-time/exempt status position. 

Compensation:

• Pay: $70,000 per year


• Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits.