Complete Financial Plan for delivery to client Record notes and pertinent details in SalesForce regarding client communications, inquiries, and actions related to the planning request as necessary Participate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the client Provide technical planning expertise and support Participate in the research and response of general technical planning inquiries from Advisors and other team members Provide subject matter expertise (SME) & support Proactively share expertise and knowledge via various forums Support the Team with the creation and/or maintenance of Advisor and Client resources and collaterals Identify resource requirements and details Research and identify necessary data and incorporate as necessary Format in clean, professional manner for review and approval by applicable parties Support team and company initiatives and participate in WEGs “all sharing” collaborative culture. Familiarity with Salesforce and Support Org functionality Proficiently uses financial planning technology CFP Required CPA, EA, JD, MBA, or other advanced designations are preferred Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony.