For the right person, this is the perfect job! Great pay, health insurance, retirement plan and most importantly, the opportunity to work with a really great team of people, serving a select group of clients we all love. Step into an instrumental role supporting lead financial advisors in preparation of client meetings. You will be providing in-depth analyst for clients as you prepare their financial data using innovative planning tools to drive goals-based financial planning solutions. This role leads into a licensed financial advisor and CFP designation if so desired. This role provides client relationship support through managing, gathering, and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve