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The Regional Director, Advisory will oversee advisory teams, manage advisor growth goals, draft policies, provide training, and supervise up to 8 advisors.

The Planning Associate will support lead advisors, handle client onboarding, communicate with clients, prepare financial documents, and assist in developing financial plans. They are expected to juggle multiple tasks while ensuring timely and accurate delivery of client services.

The Portfolio Analyst manages daily trading, compliance, and client portfolio proposals, requiring strong analytical skills and wealth management experience.

The Advisory Manager will lead a team of financial planning associates, ensuring quality deliverables and mentoring team members while maintaining compliance standards.