Supports wealth management and financial planning teams by preparing client presentation materials, analyzing financial information, researching planning topics, creating customized planning templates, managing documents, and assisting with firm initiatives. The role requires strong organization, communication, analytical skills, attention to detail, confidentiality, and familiarity with financial planning, investment, insurance, estate planning, and tax concepts.

Generate and distribute billing statements, manage accounts receivables, and maintain billing data accuracy while providing revenue reports to leadership.

Support wealth advisors by preparing financial plans, investment reports, tax and estate analyses, gathering client data, documenting meetings, coordinating service execution, learning complex planning, and contributing to client relationship building and community networking.