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Assist Wealth Advisors in managing client relationships, preparing financial plans, and overseeing mentoring; begin leading less complex relationships independently.

The Receptionist greets visitors, manages calls, operates visitor management systems, assists with AV setup, and maintains office standards while supporting events and onboarding activities.

Responsible for completing financial plans, investment reports, and tax analysis, while co-managing client relationships and documenting tasks. Enhances investment knowledge through practice and observation.

Assist Wealth Advisors in client services, prepare financial plans, manage client relations, and mentor less experienced staff. Requires solid knowledge in financial planning processes.