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.

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

As a Wealth Management intern, you will assist with client service requests, support administrative tasks, and ensure client satisfaction while gaining professional experience.

Provide support to the tax team during tax season by managing data, communicating with team members, and ensuring accuracy in tax processes.

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.

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

The Insurance Advisor will manage a book of business, build client relationships, and provide insurance expertise in life, long-term care, and annuities, while supporting financial planning and risk management efforts.

The Partner Success Document Control Specialist manages the integration of acquired firms by generating wealth management agreements, tracking execution, and maintaining documentation. Highly organized with strong communication skills are vital.

As a Talent Acquisition Intern, support high-volume recruiting operations by reviewing applications, sourcing candidates, coordinating interviews, and maintaining candidate data.

The Financial Operations Intern will support the FP&A team by enhancing financial reporting processes and maintaining key datasets, while developing professional skills.

The Managing Director, Client Development will oversee growth strategies, manage and mentor Regional Vice Presidents, and engage in high-value prospecting while ensuring adherence to company standards.

The Manager of CRM and M&A Integrations oversees CRM administration, data quality, and business process integrations while collaborating with M&A teams and stakeholders.

The Director of Strategic Partnerships will manage key business partnerships, drive revenue growth, lead cross-functional teams, and oversee partnership strategies and operations.

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 Wealth Enablement Intern will support the WME team by developing training materials, organizing content, testing new processes, and collaborating on improving advisor resources. This role provides exposure to financial services enablement strategies while assisting in enhancing client experiences.

The Senior Staff Accountant is responsible for month-end close procedures, maintaining schedules, payroll reconciliations, and ensuring compliance with GAAP standards.

The Operations Manager oversees daily operations for the Insurance Solutions group, focusing on UHNW client needs, case management, and process improvement.

As a Data intern, collaborate with the team on projects like customer analysis and document modeling, conduct data analysis, and communicate findings.

The Internship involves preparing financial plans using tools like eMoney, adhering to compliance procedures, and engaging in client service. Interns will gain exposure to financial planning roles while developing analytical and communication skills.