Career Center

Position Description: The Financial Planning Specialist is responsible for assisting with financial planning processes and focusing on proactive client relationship management. You will work directly with senior financial advisors, clients, and prospective clients. This position reports to the Financial Planning Manager and works closely with all departments within the organization.   This is a hybrid position that requires 3 days in the office per week, with 1-2 days worked from home if desired.  Responsibilities: The responsibilities of the position include a cross-section of Financial Planning and Investment Management firm clients, including but not limited to: Pro