The Private Wealth Analyst/Service Advisor will lead and oversee the design, creation and implementation of financial plans for the firm’s clients and partner with other departments and team members to ensure the highest standard of client experience and firm operations. Responsible for servicing clients, developing and overseeing financial plan generation, client meeting case prep and financial plan implementation with a focus on client service, scalability, efficiency, accuracy, and timeliness.   General Support & Client Service • Ensuring Client Relations Team can maintain a full calendar for Advisor(s) with 15-20 client/prospect meetings each week. This may include creating new phone calls for existing contacts or helping with efforts to drive new referrals to t