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The Financial Advisor Assistant will support the team with new client onboarding, client relationship management, preparing client reviews, assisting with financial plans, and understanding industry and product knowledge. Responsibilities include ensuring completion of paperwork, maintaining client records, and coordinating communications with clients and advisors.

The Financial Advisor will manage client relationships and assist senior advisors in complex financial planning. Responsibilities include facilitating the financial planning process, sourcing new clients, conducting annual reviews, and analyzing investments and insurance policies. The role involves teamwork and adherence to corporate compliance standards.

As a Financial Advisor at Wealth Enhancement Group, you will manage client relationships, assist in the financial planning process, source and close prospective clients, conduct annual reviews, and provide high-level planning-oriented service. You'll also participate in training and adhere to corporate compliance standards.

The Senior Counsel will provide strategic legal advice on employment laws, support HR with compliance, draft and negotiate employment agreements, oversee employment-related claims, and assist with legal due diligence during mergers and acquisitions, while also advising on general legal matters.

The Financial Advisor at Wealth Enhancement Group will manage client relationships, assist senior advisors, facilitate the financial planning process, source prospective clients, analyze client investments, and participate in training and development. Responsibilities also include conducting meetings, providing financial advice, and adhering to company compliance standards.

The Private Client Strategist will develop complex financial plans for HNW and UHNW clients, review their financial positions, legal documents, and tax returns for optimal strategies, and collaborate with Financial Advisors and Wealth Strategists to provide tailored financial advice and support during presentations and client meetings.

The Regional Marketing Specialist will lead and support marketing and sales strategies to help advisor teams reach their growth goals. Responsibilities include managing marketing plans, executing email and social campaigns, analyzing data via Salesforce, and assisting with event planning and execution.