Provide personalized financial planning and investment guidance to clients, manage ongoing client relationships, maintain accurate CRM and financial planning records, educate clients on markets and portfolios, generate referrals, and support sales growth. The role requires CFP certification, advanced knowledge of financial planning areas, executive compensation expertise, strong communication, and proficiency with eMoney, Salesforce, and Microsoft Office.

Summer intern gains hands-on exposure to financial planning, wealth management, client service, investments, tax planning, impact, marketing, and operations. Responsibilities include observing client meetings, preparing for advisory work, completing meaningful projects, participating in a mock client presentation, collaborating across teams, and engaging in professional development, community, and volunteer activities. High-performing interns may be considered for a full-time analyst role after graduation.

Lead client relationships as a Personal CFO, designing and managing comprehensive wealth plans covering investments, estate, tax, risk, and cash flow. Acquire and grow client relationships, collaborate with internal teams and external partners, lead a local service team, support business development, coach teammates, and represent the firm at events to drive retention and referral growth.