The Wealth Analyst role focuses on assisting Wealth Advisors in financial planning, investment reporting, and client service execution while gaining knowledge in financial planning and investment principles.

The Wealth Advisor will develop client relationships, generate new business, and deliver comprehensive wealth solutions. Responsibilities include client acquisition, managing portfolios, and providing strategic planning services.

Serve as the firms subject matter expert on advanced wealth planning for HNW/UHNW clients ($10M+), lead tax, estate, trust, philanthropic, succession, and concentrated stock planning; partner with advisors, mentor planners, support business development, and contribute to firm thought leadership and strategic direction.