The New Client Acquisition Specialist is responsible for identifying and qualifying potential clients to build the financial advisor sales pipeline. This role involves high-volume outbound activity, setting appointments, and maintaining accurate prospect data within the Salesforce CRM.
Prepare and review tax returns for individuals, trusts, estates, foundations, partnerships, and corporations, and assist with tax planning, projections, research, amended returns, and tax notices. Support tax document workflows and quality assurance while collaborating with advisors, clients, and colleagues to improve service and operational effectiveness.
Manage tax operations workflows, including engagement letters, organizers, client tax documents, tax software processing, e-filing coordination, and workflow status updates. Support clients and advisors, maintain accurate systems and records, prepare reports and invoices, and contribute to process improvements and effective team collaboration.
The Tax Advisor independently manages a portfolio of high-net-worth clients, providing comprehensive tax preparation, planning, and advisory services. They collaborate with financial advisor teams to identify tax opportunities and ensure high-quality, proactive client service.
The Counsel will draft, review, and negotiate a wide range of commercial vendor agreements and office leases to support business operations. They will also assist in managing contract lifecycles and implementing legal technology to improve administrative workflows and risk management.
Provide legal counsel and strategic support on employment law, employee relations, and litigation management while partnering with HR and business leaders. Draft and review employment-related agreements, conduct internal investigations, and manage compliance with federal and state employment regulations.
The Sr. Advisor Recruiting Specialist is responsible for the full life cycle recruitment of financial advisors, including sourcing, engagement, and pipeline development. They will partner with leadership and marketing teams to manage the vetting and onboarding process while monitoring recruitment metrics.
The Senior User Interface Designer owns and evolves the enterprise Design System, ensuring consistency, scalability, and accessibility across all products. They also create high-fidelity interfaces and collaborate with cross-functional teams to translate design specifications into high-quality implemented experiences.
The Director of Data Governance will lead the strategic execution and development of the enterprise data governance program. They will serve as the primary liaison between business stakeholders, technology teams, and executive leadership to drive data quality and policy adoption.
The Event Marketing Specialist is responsible for planning and executing educational seminars, tradeshows, and networking events to support firm growth. They will manage event logistics, coordinate promotional marketing tactics, and analyze event performance metrics.
The consultant develops and manages actionable marketing strategies for financial advisor teams to drive growth and business goals. They provide strategic consultation, monitor performance data, and ensure accountability for marketing plan execution across a portfolio of advisor teams.
The Regional Vice President will build influential relationships with corporate partners and C-suite executives to educate them on financial planning and equity compensation. They are responsible for sourcing and closing prospects while successfully transitioning clients to Wealth Enhancement advisors.
The Senior Operations Associate drives cross-departmental collaboration and ensures operational data integrity for reporting and platform-related processes. Key duties include performing data quality audits, educating advisors on performance methodologies, and resolving platform-related data issues.
The Senior Operations Associate manages advisory billing operations, including fee rejection resolution, collections, and fee refunds. They also perform reconciliations, prepare accounts receivable uploads, and provide cross-functional support for billing activities.
Manage client relationships and facilitate the financial planning process to provide personalized investment management services. Assist in closing prospective clients and conduct annual reviews to ensure high-touch service delivery.
The Vice President, Financial Advisor will manage client relationships and provide personalized financial planning and investment management services. They will also assist in closing prospective clients and driving referrals while maintaining high-touch service standards.
Lead and manage a team of Regional Vice Presidents to drive organic growth and new client acquisition. Provide hands-on coaching, monitor pipeline health, and execute onboarding processes to elevate sales performance.
The VP will lead the design and national rollout of a corporate executive-focused wealth planning platform to drive AUM and revenue growth. They are responsible for developing standardized frameworks for equity compensation, tax modeling, and advisor enablement to scale the business nationally.
The primary goal is to close and successfully transition clients to a WEG Advisor by working directly with custodial partners, prospective clients, and WEG advisors within a specific territory. Key functions include partnering with the senior RVP to grow market share, educating stakeholders on WEG's value proposition, and sourcing/closing prospects.
This is a business development role focused on growing the territory by managing relationships with custodial partners and closing prospective clients, successfully transitioning them to a WEG Advisor. Primary functions include educating partners and prospects on WEG's value proposition, conducting presentations, and sourcing/closing new business.
