The Investment Advisor Representative will manage an existing book of business while growing assets under management and developing new client relationships. They will provide comprehensive wealth planning and leverage the firm's integrated platform to offer tax, legal, and business advisory services to clients.
The Senior Tax Accountant will prepare and review complex federal and state tax returns for high-net-worth individuals and related business entities. They will also provide proactive tax planning, advisory services, and collaborate with attorneys and financial professionals to address complex tax matters.
Advise clients on mergers and acquisitions, corporate governance, and commercial transactions while navigating the legal landscape of AI and emerging technologies. Collaborate with cross-functional teams to deliver integrated solutions and actively grow your own client practice.
Drive strategic distribution growth by developing relationships with financial advisors, broker-dealers, and RIAs. Execute territory business plans and conduct educational presentations to increase product utilization of investment offerings.
