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The Financial Advisor will manage client relationships, facilitate the financial planning process, source and close prospective clients, conduct annual review meetings, and assist senior advisors with complex clients while adhering to compliance standards and engaging in ongoing training and technology.
The Tax Advisor will prepare various types of tax returns, conduct tax research, maintain compliance, prepare projections, and assist in tax planning. They will also support client meetings and enhance processing productivity while acting as a Subject Matter Expert in tax-related queries.
The Financial Advisor will manage client relationships, facilitate the financial planning process, source and close prospective clients, conduct annual reviews, and analyze client investments. The role involves adherence to compliance standards and participating in training programs.
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 Sr. Tax Advisor at Wealth Enhancement Group focuses on tax preparation and planning for clients, emphasizing client satisfaction and retention. Responsibilities include managing client relationships, preparing various tax returns, identifying tax planning opportunities, and driving revenue growth through new business generation. This role also involves collaboration within the advisor team to ensure comprehensive financial plans for clients.
As a Financial Advisor at Wealth Enhancement Group, you will manage client relationships, assist in the financial planning process, source and close clients, and participate in team discussions. You'll facilitate annual reviews and ensure that client needs are exceeded through personalized service and analysis.
As a Financial Advisor, you will manage client relationships and assist senior advisors while engaging clients in the financial planning process. Responsibilities include preparing annual reviews, sourcing and closing prospective clients, analyzing investments, and maintaining compliance while collaborating with the advisory team.
The Seasonal Tax Advisor will prepare and process various tax returns, including individual and corporate taxes, maintain fluency in tax compliance, conduct tax research, respond to audits, and amend returns as necessary. This role requires collaboration with advisory teams to identify revenue opportunities and engage in continued learning about industry trends.
The Tax Advisor at Wealth Enhancement Group delivers high-quality tax advice, planning, and return preparation services. They prepare tax returns for various entities, offer tax planning advice, and support clients through tax research and audits, while fostering teamwork and improving operational effectiveness.
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.
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