We want you to build deep relationships with clients, including communicating with them about implementing their financial plans and updating them based on key life events. You will work with clients throughout the year on their financial and tax planning using Right Capital, Lacerte Tax Planner, Orion, Advisor Engine (formerly Junxure Cloud), Office 365/SharePoint, and other systems. We help clients with lifetime tax planning, investment strategy, retirement planning, estate planning, risk management, and cash management. You will work with existing clients and onboard new clients in conjunction with our operations team.
You will be supported by operations, trading, tax, and compliance teams. We offer additional training in tax preparation and trading for those interested. We have a great tech stack and have streamlined processes for all areas of the firm.