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The Wealth Associate will build relationships with ultra-high-net-worth (UHNW) clients, service their needs, and collaborate with a professional team to enhance client experience. Responsibilities include executing trades, maintaining accounts, preparing reports, and ensuring compliance with regulatory requirements while providing proactive client support and building sustainable relationships.

The Marketing Associate will perform sales calls to identify potential investors, maintain a CRM database, prepare correspondence and presentations, assist with client seminars, and manage email marketing efforts.

The Financial Planner and Tax Specialist role involves meeting with clients to prepare personalized financial plans, providing investment, retirement, and tax advice, and maintaining client relationships. The position requires expertise in financial planning, knowledge of tax situations, and effective communication skills.