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The Senior Manager of Finance will manage strategic projects, provide financial insights, prepare operating reports, develop and maintain analytical reports using Power BI, oversee budget forecasts, and enhance internal controls. This role involves collaboration with senior management and various departments while ensuring timely financial reporting and analysis.

The Specialist, Portfolio Operations will investigate and resolve client account issues, execute trades, setup and manage fee-based accounts, and provide operational support. The role requires participation in projects for improving efficiencies and management of client account risks, requiring strong communication and analytical skills.

The Financial Planner will prepare personalized wealth plans for clients, addressing concerns in financial, investment, retirement, risk management, and estate planning. Responsibilities include delivering presentations on investment solutions and building ongoing client relationships in a team environment.

The Investment Advisor Associate will support a team of Investment Advisors in building client relationships, maintaining financial plans, processing documentation, servicing existing clients, and developing marketing initiatives to expand the wealth management business.