Do you want to work with clients to help them meet their financial goals? We are looking for someone to partner with Financial Advisors to help provide comprehensive financial planning services to our clients and help identify sound solutions to help our Financial Advisors meet our client's needs. You will:

• go through a robust learning program to develop your skills in financial planning, products and client engagement
• work with financial advisors to evaluate client needs by helping create customized financial plans
• participate in and/or lead financial planning and client discovery conversations
• provide clients with advice and solutions to help them achieve their goals
• support the office leadership team with various key business initiatives