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Job Description Responsibilities • Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs, • Effectively work with your team and available resources in support of our clients, executing client requests and updating information, • Active participant in obtaining new clients in partnership with strategic relationships and community networks, • Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associatesQualifications, • Bachelor's degree required, • 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience, • Series 65, CFP or CFA requiredSkills & Knowledge, • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients, • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Demonstrated talent development experience, training new staff, mentoring interns, etc., • Excellent organizational and time management skills in a high energy environment to manage multiple priorities, • Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-ML1 EOE M/F/D/V

Job Description Responsibilities • Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs, • Effectively work with your team and available resources in support of our clients, executing client requests and updating information, • Active participant in obtaining new clients in partnership with strategic relationships and community networks, • Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associatesQualifications, • Bachelor's degree required, • 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience, • Series 65, CFP or CFA requiredSkills & Knowledge, • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients, • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Demonstrated talent development experience, training new staff, mentoring interns, etc., • Excellent organizational and time management skills in a high energy environment to manage multiple priorities, • Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-ML1 EOE M/F/D/V

Job Description Responsibilities • Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs, • Effectively work with your team and available resources in support of our clients, executing client requests and updating information, • Active participant in obtaining new clients in partnership with strategic relationships and community networks, • Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associatesQualifications, • Bachelor's degree required, • 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience, • Series 65, CFP or CFA requiredSkills & Knowledge, • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients, • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Demonstrated talent development experience, training new staff, mentoring interns, etc., • Excellent organizational and time management skills in a high energy environment to manage multiple priorities, • Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-ML1 EOE M/F/D/V

Job Description Responsibilities • Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs, • Effectively work with your team and available resources in support of our clients, executing client requests and updating information, • Active participant in obtaining new clients in partnership with strategic relationships and community networks, • Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associatesQualifications, • Bachelor's degree required, • 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience, • Series 65, CFP or CFA requiredSkills & Knowledge, • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients, • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Demonstrated talent development experience, training new staff, mentoring interns, etc., • Excellent organizational and time management skills in a high energy environment to manage multiple priorities, • Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-ML1 EOE M/F/D/V

Job Description Responsibilities • Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs, • Effectively work with your team and available resources in support of our clients, executing client requests and updating information, • Active participant in obtaining new clients in partnership with strategic relationships and community networks, • Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associatesQualifications, • Bachelor's degree required, • 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience, • Series 65, CFP or CFA requiredSkills & Knowledge, • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients, • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Demonstrated talent development experience, training new staff, mentoring interns, etc., • Excellent organizational and time management skills in a high energy environment to manage multiple priorities, • Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-ML1 EOE M/F/D/V

Job Description Responsibilities • Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs, • Effectively work with your team and available resources in support of our clients, executing client requests and updating information, • Active participant in obtaining new clients in partnership with strategic relationships and community networks, • Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associatesQualifications, • Bachelor's degree required, • 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience, • Series 65, CFP or CFA requiredSkills & Knowledge, • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients, • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Demonstrated talent development experience, training new staff, mentoring interns, etc., • Excellent organizational and time management skills in a high energy environment to manage multiple priorities, • Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-ML1 EOE M/F/D/V

Job Description Responsibilities • Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs, • Effectively work with your team and available resources in support of our clients, executing client requests and updating information, • Active participant in obtaining new clients in partnership with strategic relationships and community networks, • Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associatesQualifications, • Bachelor's degree required, • 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience, • Series 65, CFP or CFA requiredSkills & Knowledge, • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients, • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Demonstrated talent development experience, training new staff, mentoring interns, etc., • Excellent organizational and time management skills in a high energy environment to manage multiple priorities, • Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-ML1 EOE M/F/D/V

Job Description Responsibilities • Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs, • Effectively work with your team and available resources in support of our clients, executing client requests and updating information, • Active participant in obtaining new clients in partnership with strategic relationships and community networks, • Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associatesQualifications, • Bachelor's degree required, • 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience, • Series 65, CFP or CFA requiredSkills & Knowledge, • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients, • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Demonstrated talent development experience, training new staff, mentoring interns, etc., • Excellent organizational and time management skills in a high energy environment to manage multiple priorities, • Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-ML1 EOE M/F/D/V

Job Description Responsibilities • Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs, • Effectively work with your team and available resources in support of our clients, executing client requests and updating information, • Active participant in obtaining new clients in partnership with strategic relationships and community networks, • Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associatesQualifications, • Bachelor's degree required, • 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience, • Series 65, CFP or CFA requiredSkills & Knowledge, • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients, • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Demonstrated talent development experience, training new staff, mentoring interns, etc., • Excellent organizational and time management skills in a high energy environment to manage multiple priorities, • Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-ML1 EOE M/F/D/V

Job Description Responsibilities • Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs, • Effectively work with your team and available resources in support of our clients, executing client requests and updating information, • Active participant in obtaining new clients in partnership with strategic relationships and community networks, • Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associatesQualifications, • Bachelor's degree required, • 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience, • Series 65, CFP or CFA requiredSkills & Knowledge, • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients, • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Demonstrated talent development experience, training new staff, mentoring interns, etc., • Excellent organizational and time management skills in a high energy environment to manage multiple priorities, • Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-ML1 EOE M/F/D/V

Job Description Responsibilities • Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs, • Effectively work with your team and available resources in support of our clients, executing client requests and updating information, • Active participant in obtaining new clients in partnership with strategic relationships and community networks, • Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associatesQualifications, • Bachelor's degree required, • 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience, • Series 65, CFP or CFA requiredSkills & Knowledge, • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients, • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Demonstrated talent development experience, training new staff, mentoring interns, etc., • Excellent organizational and time management skills in a high energy environment to manage multiple priorities, • Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-ML1 EOE M/F/D/V

Job Description Responsibilities • Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs, • Effectively work with your team and available resources in support of our clients, executing client requests and updating information, • Active participant in obtaining new clients in partnership with strategic relationships and community networks, • Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associatesQualifications, • Bachelor's degree required, • 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience, • Series 65, CFP or CFA requiredSkills & Knowledge, • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients, • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Demonstrated talent development experience, training new staff, mentoring interns, etc., • Excellent organizational and time management skills in a high energy environment to manage multiple priorities, • Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-ML1 EOE M/F/D/V

Job Description Responsibilities • Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs, • Effectively work with your team and available resources in support of our clients, executing client requests and updating information, • Active participant in obtaining new clients in partnership with strategic relationships and community networks, • Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associatesQualifications, • Bachelor's degree required, • 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience, • Series 65, CFP or CFA requiredSkills & Knowledge, • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients, • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Demonstrated talent development experience, training new staff, mentoring interns, etc., • Excellent organizational and time management skills in a high energy environment to manage multiple priorities, • Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-ML1 EOE M/F/D/V

Job Description Responsibilities • Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs, • Effectively work with your team and available resources in support of our clients, executing client requests and updating information, • Active participant in obtaining new clients in partnership with strategic relationships and community networks, • Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associatesQualifications, • Bachelor's degree required, • 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience, • Series 65, CFP or CFA requiredSkills & Knowledge, • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients, • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Demonstrated talent development experience, training new staff, mentoring interns, etc., • Excellent organizational and time management skills in a high energy environment to manage multiple priorities, • Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-ML1 EOE M/F/D/V

Note: All Wealth Advisors must have a clean U4 with no disclosures. Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients. Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential

Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients.Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions.Cultivate and lead client relationships to ensure we

Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients.Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions.Cultivate and lead client relationships to ensure we

Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients.Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions.Cultivate and lead client relationships to ensure we

Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients.Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions.Cultivate and lead client relationships to ensure we

Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients.Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions.Cultivate and lead client relationships to ensure we

Job Description About Us We are an award-winning California-based environmental consulting firm with 550+ professionals and more than 30 years of diverse experience serving clients in transportation, energy, water, infrastructure, private development, and government sectors. Our mission is to deliver practical, science-based environmental and planning solutions that support communities, infrastructure, and natural systems. As a people-centric organization, we value collaboration, fairness, and transparency, and are committed to fostering a workplace that supports both personal and professional growth while offering robust career opportunities. We are especially proud of our recent Great Place to Work® certification, which reflects an independent assessment of our culture and our team member experiences. About The Role We are seeking a Water Market focused Director/Principal to join our Environmental Sciences, Planning, & Sustainability (EPS) practice. This senior leadership role is responsible for leading and growing Rincon’s Water Market presence throughout Southern California. As a member of Rincon’s senior leadership team, you will guide strategic growth, strengthen client relationships, and elevate Rincon’s visibility in the water sector. This role offers the opportunity to collaborate closely with local and statewide leadership, lead multi-disciplinary teams, and oversee complex, high-impact projects supporting water agencies and infrastructure providers throughout the region. How We Collaborate This role may offer a hybrid work setup, blending time in the office with remote work as business needs evolve. We enjoy coming together in person to collaborate, connect with teammates, and partner with clients, and may prioritize candidates who live within 50 miles of a Rincon office. Eligible office locations for this role include Los Angeles, Ventura, Carlsbad or San Diego. (Please note: While this position may be listed under a specific city, candidates located near any of the offices listed above are encouraged to apply) What You’ll Do Technical Leadership and Client Delivery - • Lead and oversee multi-disciplinary water resources programs, including planning, permitting, CEQA/NEPA compliance, and construction compliance efforts., • Direct complex project teams across water resources planning, groundwater sustainability, climate adaptation and resilience, regulatory permitting, environmental investigations, and construction mitigation monitoring., • Serve as primary client manager and trusted advisor for strategic water-sector clients., • Guide and ensure consistency, quality, and technical excellence across all phases of project delivery, from proposal development through final reporting., • Conduct and oversee agency consultations at the federal, state, and local levels to ensure regulatory compliance., • Expand and strengthen Rincon’s Water Market client base throughout Southern California., • Lead business development efforts, including proposal strategy, pursuit development, interviews, marketing, networking, and client outreach., • Contribute to and implement the annual Business Plan and five-year Strategic Plan for the Water Market sector., • Support financial performance, project management oversight, backlog planning, utilization tracking, and reporting requirements., • Grow, mentor, and develop Rincon’s Water Team through recruitment, staffing, coaching, and performance management., • Supervise and guide staff to promote productivity, engagement, professional development, and recognition., • Mentor mid-level staff in developing leadership, client management, and project management skills. What You’ll Bring • Bachelor’s degree in engineering, environmental science, planning, or a related field (advanced degree preferred)., • 15+ years of experience in project, program, or client management supporting potable water, wastewater, recycled water, or water supply infrastructure projects., • Demonstrated success developing and maintaining a strong client base within Southern California., • Established relationships with municipal, regional, or state water agencies., • Experience with water supply planning, recycled water, wastewater, groundwater, water quality, modeling, asset management, and SGMA studies and implementation., • Active involvement in water-sector or environmental industry organizations at the regional or statewide level., • Proven leadership, business development, and client service management experience., • Strong written, verbal, and interpersonal communication skills., • Working knowledge of project management systems, budgeting, scheduling, scoping, cost analysis, and resource planning., • Proficiency with Microsoft Office (Word, Excel, Outlook, Teams, and PowerPoint)., • Familiarity with emerging technologies and AI-driven tools supporting water resource planning, infrastructure asset management, predictive modeling, or regulatory compliance., • Experience integrating data analytics, automation, or digital workflows into environmental planning or water infrastructure programs., • Experience leading large, multi-office or programmatic client accounts. (Nice to Have) Investing In You The base salary range for this full-time position is $140,000–$180,000, plus a generous benefits program. Salary ranges are based on the market median of similar jobs, according to third-party salary benchmark surveys. Base pay is determined based on internal equity and a candidate’s job-related knowledge, skills, and experience. We offer a comprehensive Total Rewards Package designed to support employee well-being, growth, and financial security. Our benefits are designed to offer flexibility and choice, including health coverage options, employer-sponsored insurance, retirement benefits, generous time off, and programs that support learning, growth, and community engagement. Explore more about our culture, benefits, and life at Rincon on our Culture and Benefits page. Additional Employment Information Individuals offered employment must successfully complete a pre-employment drug screening as a condition of employment. Additionally, those hired who may be assigned to federal projects will be subject to further drug testing, including screening for cannabinoids (THC/marijuana), in compliance with the Drug-Free Workplace Act of 1988 and other applicable federal regulations, which take precedence over California state and local laws. Rincon Consultants, Inc does not accept unsolicited applicant/candidate resumes from search firm recruiters and/or temporary agencies that do not have a signed contract and specified work order with Rincon Consultants. Further, such resumes received will be deemed the sole property of Rincon Consultants and no fees will be paid in the event Rincon Consultants subsequently hires such individual. Rincon Consultants is an equal opportunity employer. All aspects of employment will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Powered by JazzHR F2AsZBSVEy

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Job Description Inside Sales | Southeast Region A Values-Driven Commercial Role with Real Career Runway Our client is a 40-year-old, family-owned company serving nonprofit organizations across the U.S. The company has built a reputation for long-term partnerships, principled growth, and doing things the right way. With ~65 employees and a sales team known for exceptional tenure, our client is intentionally investing in the next chapter of its commercial organization. This role is part of that long-term plan. About the Role The Integrated Marketing Specialist plays a central role in helping nonprofit organizations understand and implement planned giving programs that support long-term financial sustainability. From a day-to-day standpoint, this is a commercial, inside sales role grounded in education, credibility, and relationship-building. You will own a defined territory, engage directly with nonprofit leaders, and guide them through a consultative sales process that often unfolds over multiple conversations. You will also represent the company in the market through conferences, webinars, and industry events—acting as a thoughtful ambassador for both the company and the planned giving discipline. What Makes This Role Distinct Our clients' partner organizations are mission-driven nonprofits who value trust, clarity, and long-term impact. As a result, this is not a high-pressure, transactional sales environment. Success in this role comes from: • Listening carefully and asking the right questions, • Explaining complex ideas clearly and respectfully, • Staying engaged over time rather than pushing for quick wins Key Responsibilities • Manage and grow a defined Southeast territory (FL, MS, WV), • Develop new nonprofit relationships and guide them through the company's solutions, • Convert qualified leads into long-term clients, • Represent the company at conferences, councils, and association meetings, • Deliver webinars and presentations focused on education and insight, • Maintain accurate pipeline and activity tracking in Salesforce, • Partner closely with account management and internal teams post-sale The Core Capabilities That Matter Most While success in this role draws on many skills, the following five capabilities consistently separate strong performers from average ones. 1. Consultative Selling & Relationship Building The ability to guide nonprofit leaders through thoughtful, multi-step decisions. This role favors professionals who build trust, listen carefully, and remain engaged throughout the process rather than relying on pressure-based tactics. 2. Intellectual Curiosity & Learning Agility Planned giving is nuanced and evolving. Strong performers enjoy learning, synthesizing information, and translating complexity into clear, practical guidance for clients. 3. Professional Presence & Communication Whether presenting at a conference, leading a webinar, or speaking one-on-one with an executive, credibility matters. This role rewards calm confidence, clarity, and the ability to educate without posturing. 4. Sales Ownership & Personal Accountability This is a revenue-generating role. Successful candidates take ownership of their territory, pipeline, and follow-through, managing their work with discipline and integrity rather than relying on close supervision. 5. Values Alignment & Integrity Our client's culture is built on trust, long tenure, and respect for nonprofit missions. The strongest hires demonstrate humility, consistency, and a genuine service orientation. The Ideal Profile This role is well-suited for someone with 3–6 years of professional sales experience who is ready to grow into a more consultative, trusted-advisor style of selling. Relevant backgrounds include: • SaaS or software-enabled services, • Financial services or advisory sales Compensation & Structure • Base salary: $70–80K, • Variable compensation at goal: $20–30K, • Revenue goal per rep: ~$240K annually, • Hybrid schedule (Mon/Fri remote; Tue–Thu in office), • No relocation required, • Frequent but manageable travel