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This role involves supporting a Wealth Advisor by engaging in financial planning, client management, presenting financial plans, and collaborating with team members.

As Salesforce Lead, you will administer the Salesforce platform, develop solutions, support user acceptance testing, and collaborate with teams to improve processes.

The Associate Wealth Advisor develops financial planning solutions, conducts research, manages client relationships, and coordinates client portfolios while supporting a financial counseling team.

The Business Analyst will drive operational efficiency in wealth management, enhance strategies, and optimize workflows through data-driven insights and solutions.

The Director, Client Advisor will deliver customized wealth management solutions to ultra-high-net-worth clients, ensuring exceptional service and strategic financial advice while mentoring junior team members.

The Client Portfolio Manager will manage client portfolios, provide investment advisory, collaborate with teams, and support business development efforts while ensuring alignment with client objectives.

Wealth Advisors manage client relationships, providing services in investments, estate planning, taxation, and retirement, with a focus on high net worth clients.

The Associate Wealth Advisor collaborates with clients in financial planning, manages communications, executes investment strategies, and oversees client needs.

The Sr. Associate, Client Advisor supports client relationship management and wealth management for ultra-high-net-worth clients, conducting financial analyses and collaborating on client strategies.

Support ultra-high-net-worth clients with financial and investment needs by implementing strategic plans, coordinating account openings, preparing presentations, and collaborating with professionals.