The Administrative Assistant will support financial advisors with client management, meeting preparations, communication, and various administrative tasks while ensuring high levels of client service.

Lead marketing planning and execution for the Mid-West region, partnering with advisors to achieve measurable marketing outcomes, design impactful events, and manage the regional marketing budget.

The Associate supports Financial Advisors by providing client service, conducting portfolio analysis, and facilitating client meetings, while participating in a comprehensive development program for career advancement.