The Associate Wealth Manager supports a Senior Wealth Manager by preparing financial strategies, managing client cases, and developing client relationships while overseeing administrative tasks.

The Wealth Manager oversees client relationships, prepares financial plans and investment strategies, and collaborates with the team to advise clients effectively.

The Tax Manager at WJA manages client portfolios, conducts tax planning and compliance, and collaborates with tax and wealth management teams while providing education and support for tax interns.

The Senior Tax Associate prepares and reviews various tax returns, collaborates with the tax team, consults on client cases, and builds client relationships while ensuring compliance with tax regulations.

The Financial Planning Analyst supports Wealth Managers in creating financial plans, maintaining client relationships, and managing client cases under supervision, while receiving training.

The Client Operations Specialist supports client operations, prepares processing paperwork, coordinates with team members, and manages operational projects for the Wealth Management team.