Provides technical support for wealth advisors by gathering and analyzing client data, preparing financial plans, modeling scenarios, updating portfolios, researching financial products, generating performance reports, and developing client meeting materials. The role may assist with client inquiries and meetings without providing advice. Candidates need a finance-related bachelor’s degree, strong analytical and communication skills, familiarity with financial planning software, Microsoft Office proficiency, and 0–3 years of relevant experience.

Supports wealth managers with client service, account administration, onboarding, transfers, rollovers, money movement, data maintenance, billing inputs, meeting coordination, and advisor research. Maintains accurate client and account information, follows firm and custodian procedures, responds to client inquiries, manages CRM and portfolio software records, and identifies process improvements. Requires strong communication, attention to detail, technology skills, and experience in wealth management or a related financial services environment.

Leads comprehensive financial planning for complex wealth-management clients, covering cash flow, retirement, tax, estate, insurance, education, and philanthropic strategies. Partners with advisors and external professionals, presents recommendations, monitors plans, ensures regulatory and fiduciary compliance, and mentors junior planners. Analyzes sophisticated compensation, business ownership, stock options, and concentrated positions while contributing to planning standards, processes, and tools.