Partner with the Managing Director to develop and manage high-net-worth client relationships, including investment advisory and financial planning.
Prepare customized investment proposals and provide comprehensive wealth management services using eMoney and Salesforce.
Conduct regular client portfolio reviews and proactive communication, with approximately 50% travel for client meetings.
Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm maintains a collaborative, respectful culture and has been recognized for best firm culture and top rankings.
Drive investment management services for Wealth Advisors by consulting on portfolio strategy and ensuring accurate implementation.
Serve as main point of contact for newly acquired firms assimilating to the investment platform and models.
Support organic growth by developing investment deliverables for prospective clients and collaborating across teams.
Mercer Advisors helps families simplify their financial lives through integrated planning, investment, tax, and estate services. It serves over 42,800 families across the U.S., is ranked #1 RIA by Barron's, and emphasizes a diverse, flexible workplace.
Manage tax compliance and planning for high-net-worth individuals, trusts, and closely held businesses.
Identify tax-saving opportunities and coordinate with wealth advisors to support client objectives.
Prepare and review federal, state, and local tax returns while mentoring tax staff.
Focus Partners Wealth is a wealth management firm providing comprehensive financial planning and investment services. With over $180 billion in assets under management, the firm fosters a collaborative, client-focused culture.
Partner with advisors to support proposals and client consultations, ensuring consistent application of Mariner's investment platform.
Serve as a primary point of contact between Investment Strategy team, advisors, and internal strategies, fostering collaboration.
Represent Mariner Investments as a client-facing authority across all client segments, from emerging affluent to UHNW.
Mariner Wealth Advisors is a wealth management firm serving clients from emerging affluent to ultra-high net worth. The company fosters a collaborative culture with a focus on professional growth and work-life balance.
Manage tax compliance and planning for high-net-worth individuals, families, trusts, and closely held businesses.
Prepare and review federal, state, and local tax returns for various entities including individuals, trusts, and partnerships.
Identify tax planning opportunities and collaborate with wealth advisors to support clients' broader financial objectives.
Focus Financial Partners is a leading financial services firm offering integrated wealth management, family office, and business management services. The company has a large team and a client-first fiduciary culture.
Prepare and review tax returns for high-net-worth individuals and related entities.
Ensure compliance with all federal and state filing requirements.
Support tax planning initiatives and assist in staff education and client communications.
Focus Partners Wealth is a financial services firm specializing in tax preparation and planning for high-net-worth individuals. As part of the larger Focus Financial Partners network, we combine deep expertise with a client-first approach to deliver personalized solutions.
Serve as lead tax advisor for ultra-high net worth families, developing year-round strategies across investments, trusts, businesses, and estates.
Oversee tax compliance, planning, and controversy matters for families with balance sheets exceeding $100M.
Lead a team of tax professionals and collaborate with wealth advisors to integrate tax advice into holistic family office services.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. We serve over 42,800 families across 110+ U.S. cities, and we are an independent fiduciary with a flexible, national footprint and a diverse team.
Lead a sales team within a designated territory to demonstrate AssetMark's value proposition to financial advisors.
Travel to advisor offices and industry events, provide support for client presentations, and assist new advisors with onboarding.
Educate advisors on wealth management platforms, investment practice management, and client relationship offerings.
AssetMark provides investment solutions for independent financial planners, combining technology, support, and consulting. The company boasts over 10,500 advisors and $150B+ AUM, with a culture centered on heart, client success, integrity, respect, and excellence.
Provide day-to-day operational and administrative support to registered representatives, including handling inbound calls, emails, and scheduling.
Ensure all client paperwork and procedures comply with regulatory requirements and coordinate with internal departments.
Manage client deposits, maintain data integrity, and research client issues in cooperation with back-office partners.
Mercer Advisors is an independent fiduciary RIA firm that helps families simplify their financial lives by integrating planning, investing, tax, and estate services. With over 31,300 families served across 90+ U.S. cities, the firm is ranked #1 by Barron's and employs a diverse, flexible workforce where more than half of employees are women.
Initiate the Advisor Opportunity Sales Pipeline by developing and qualifying leads.
Produce sales results through high-volume outbound calls and emails.
Screen prospective clients and set appointments for financial advisors.
Wealth Enhancement is an independent wealth management firm offering personalized financial planning and investment management services. With over 175 offices nationwide, the firm serves 90,000+ households and fosters a collaborative, team-based culture.
Drive territory growth by building strong client relationships and increasing assets under management.
Develop and execute strategic sales plans to attract new business and retain existing accounts.
Provide consultative investment guidance and serve as a trusted industry resource.
This global financial services organization helps advisors and institutions identify investment solutions aligned with their goals. The company fosters a collaborative culture with a focus on client outcomes and professional development.
Lead and expand the estate planning practice for ultra-high-net-worth families, establishing technical standards and mentoring a high-performing team.
Serve as the senior technical authority for complex estate planning matters, designing advanced wealth transfer strategies for multi-generational wealth.
Collaborate with wealth advisors, tax professionals, and external advisors to integrate estate planning into comprehensive financial plans.
This partner company is a premier wealth management firm serving ultra-high-net-worth families. They focus on sophisticated estate planning and multi-generational wealth strategies, operating in a collaborative and fiduciary-focused environment.
Act as primary client contact, manage service enquiries, and build strong client relationships via phone, email, and virtual meetings.
Prepare and implement financial plans using eMoney, manage client accounts on the Charles Schwab platform, and maintain CRM records.
Coordinate with the Financial Advisor to ensure outstanding service, handle planning tasks independently, and streamline internal processes.
Assist World is an outsourcing company that connects global talent with US-based firms. They offer a fully remote work culture with a focus on trust and performance.
Support senior advisors in delivering personalized financial plans and client service.
Learn to converse with individuals, families, or business owners about financial goals and create roadmaps to achieve them.
Develop skills in retirement planning, wealth accumulation, college planning, investments, and insurance through a flexible schedule.
Davis Family Financial LLC takes an educational approach to finances, delivering expertise to people from all backgrounds and partnering with Fortune 500 companies to provide complimentary financial plans. The company offers a training program for entry-level financial professionals, with potential for management and leadership roles.
Lead the compliance risk management team and ensure compliant operations across business lines.
Support the Chief Compliance Officer in designing and managing the enterprise-wide compliance and ethics program.
Supervise and mentor compliance staff, design training initiatives, and drive a culture of ethics and accountability.
Wealthfront is a financial technology company that leverages technology to build powerful, low-cost, and easy-to-use financial products. We have over 1 million clients and more than $90 billion in assets, and we value diversity and equal opportunity.
Review complex individual tax returns (Form 1040), trusts (Form 1041), and business returns (Forms 1065, 1120S) for accuracy and compliance.
Lead tax planning engagements for individuals and small business owners, advising on financial strategies.
Manage multiple client relationships, monitor deadlines and budgets, and participate in business development.
Aprio is a Top 20 CPA and advisory firm with 40 U.S. office locations and over 3,200 team members that speak 60+ languages. The firm provides tax planning and consulting services to help clients maximize opportunities.
Drives frictionless service delivery by partnering with advisors and client service staff to close skill gaps and champion process improvement.
Designs and delivers onboarding and ongoing training for wealth management teams, including AI literacy and tool adoption.
Serves as the voice of WM teams, identifying friction points and bringing structured recommendations to leadership.
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, and more. Serving over 31,300 families across 90+ cities, they are ranked #1 RIA firm by Barron’s and offer a flexible, national footprint with a diverse workforce.
Lead the end-to-end success journey of newly integrated partner firms through strategic relationship management.
Build trusted relationships with firm principals and drive measurable outcomes in growth, retention, and operational alignment.
Collaborate with cross-functional teams to identify opportunities, solve challenges, and create scalable processes.
The company is a network of advisory firms, providing support for transitions and growth. It offers a remote-first culture with a focus on collaboration and professional development.
Lead the tax-to-wealth expansion strategy, building scalable playbooks and operating models across tax practices.
Partner with Client Development to drive conversion rates and revenue outcomes for high-potential tax client populations.
Own performance management, executive reporting, and program governance to track pipeline health and growth metrics.
Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, and insurance. Ranked #1 RIA firm by Barron's, they serve over 42,800+ families across 110+ U.S. cities and emphasize a flexible, diverse workplace with over half of employees being women.
Build and maintain retirement income plans using IncomeLab, including tax-efficient withdrawal roadmaps and Roth conversion analysis.
Prepare advisor-facing briefs that translate complex technical output into clear recommendations, risks, and contingencies.
Support planning meetings by reviewing transcripts, catching data gaps, and improving checklists and SOPs.
Peak Financial Planning is a financial planning firm that specializes in retirement income planning, offering deep technical expertise rather than pushing advisors into sales. The firm has 70,000+ YouTube subscribers and generates 100 qualified prospect consultations a month through educational content, with a small team focused on high-quality, complex planning work.