Are you skilled at supporting corporate retirement plans, charitable foundations, and endowments?

Does making a positive impact on the lives of 401(k) participants and their families excite you?

We’re looking for a Wealth Strategy Associate to:

-Assist plan sponsors and committee members by providing analytical information and by problem-solving to help retirement plans run smoothly and effectively
-Develop customized asset allocation strategies and investment solutions for clients
-Provide support for client relationship building and business development activities
-Analyze and interpret portfolio performance reviews and make recommendations to clients for potential change