The Senior Wealth Advisor builds relationships with high net worth clients, develops financial strategies, ensures compliance, and acts as a fiduciary to help achieve clients' financial goals.

As a Senior Financial Planner I, you will create customized financial plans for clients, collaborating with advisors and ensuring an exceptional client experience while managing financial planning topics and mentoring team members.

The Financial Planner prepares comprehensive financial plans and collaborates with advisors and clients. They analyse data for planning and mentor team members.

The Wealth Management Enablement Manager will enhance services in Wealth Management by training staff, improving processes, and supporting integrations during acquisitions.

The Wealth Management Enablement Manager drives service efficiency by training advisors, enhancing processes, and improving client interactions through communication and education.

The New Partner Success Program Manager coordinates the integration of newly acquired firms, ensuring a smooth transition and enhanced support through communication, management tracking, and process improvement.

The Manager of Management & Performance Analytics will oversee reports and tools to improve key business elements, enhance advisor performance metrics, support client service performance, and ensure effective use of Power BI for reporting.

The Regional Vice President develops client relationships, generates sales, and leads a team in delivering wealth management solutions

The SVP of Client Development Sales Revenue and Operations will enhance sales productivity, manage teams, drive revenue growth, optimize territories, and lead training initiatives to achieve significant performance improvements.

The Senior Wealth Strategist - Insurance manages client relationships and provides insurance solutions, focusing on risk management for high-net-worth clients. The role requires collaboration with advisors and an in-depth knowledge of the insurance industry.

The Financial Planner II prepares comprehensive financial plans, analyzes data, collaborates with advisors, and enhances client experiences through financial tools and strategies.

The Senior Director, Client Relationship Expansion leads the growth strategy by empowering advisors, ensuring cohesive initiatives, and translating data into actionable insights to elevate client engagement and commercial performance.

The Director will lead Community Marketing Operations, overseeing events and initiatives, managing a team, optimizing processes, and ensuring alignment with business goals.

The Wealth Management Enablement Manager drives service improvements by developing training programs and resources for advisors and client service staff, enhancing communication and process efficiency in Wealth Management.