Business Snapshot: KBK Wealth Management is a premier independent wealth management firm with offices in NYC and Del Ray Beach, Florida. It serves high-net-worth families, foundations, trusts, and multiparticipant retirement plans. Summary of Responsibilities: This position provides technical and administrative support to the adviser as the main task. The position involves direct interaction with the adviser, prospects of the firm, current clients, the administrative department, the broker-dealer, portfolio management, and financial planning. This position directly involves all aspects of a financial adviser’s business. This is an in-office position. As a boutique wealth management firm, all staff members are involved in various projects a