Enhances field productivity and profitability by partnering with financial advisors to build and grow integrated planning practices. Provides consultation on financial planning, sales processes, and products. Leads projects to drive adoption of planning philosophies and supports growth of integrated advisors. Analyzes financial goals, portfolios, and presents recommendations to advisors. Leads training and education initiatives on financial planning, investments, and technology. Coordinates workflow and business opportunities to enhance retention and productivity.

Part of a legal team designing comprehensive estate and business plans for high-net-worth clients and business owners. Provides case consultation, reviews legal documents, and develops customized plans. Requires strong communication, analytical skills, and expertise in estate and business planning.

Support the company's financial representatives and their staff by providing expertise in estate planning, business planning, high net worth, and retirement planning. Lead projects on matters important to the advanced markets. Maintain subject matter expertise on tax and legal issues.