We are currently seeking a Financial Advisor Associate to join our team and directly support our wealth advisory team. We are seeking someone with an educational background and interest in finance, with notable analytical skills and exceptional attention to detail. In this key position, the Financial Advisor Associate will prepare reports for internal and external use, gather and analyze data, develop financial plans and proposals and support the advisory team as needed. This position will also support the firm with ad hoc special projects. Responsibilities: • Provides technical support to the wealth advisory team in the delivery of advice to clients • Participates in data gathering, modeling, case design, plan development, presentation development, etc. • Contribute to thought leadership articles • Data analysis and maintenance • May participate in client meetings, but not in an advice capacity Qualifications: • An undergraduate degree in a related field is preferred • Thorough understanding of MS Office Suite

• Provides technical support to the wealth advisory team in the delivery of advice to clients • Participates in data gathering, modeling, case design, plan development, presentation development, etc. • Contribute to thought leadership articles • Data analysis and maintenance • May participate in client meetings, but not in an advice capacity