Career Center

We are seeking a highly organized and detail-oriented Wealth Planning Support Specialist to join our team. The ideal candidate will provide vital support to our Advisors by ensuring seamless preparation for client meetings, efficient follow-up on post-meeting tasks, and high-level administrative client service. Additionally, this role involves research, information gathering, and assisting with project-based tasks to ensure operational efficiency and client satisfaction. Duties include: • Accurately generate client reports, assemble comprehensive meeting packets, and prepare all required documents based on established templates and checklists. Ensure materials are complete and ready in advance of client meetings. • Execute post-meeting act