Financial Advisor

Get ready to laugh your way to the top of your career My client is seeking an Investment Manager support Officer to join their rockstar Family Office team that is growing and expanding. This is a leading mid -sized accounting and advisory firm that helps local businesses thrive. Their secret to success? A commitment to building great relationships, conversations, and futures, oh, and unlimited coffee, snacks, and gym memberships (because we take our health seriously, but also, who doesn't love a good snack break?).

This is your chance to be part of a growing, dynamic, and highly specialized group that's changing the game in the Family Office world. You'll work directly with the awesome partners and help build long -lasting relationships with ultra high net worth clients. Your duties will include everything from being the go -to person for clients to crafting custom solutions that meet their unique needs.