Job Summary: We are looking for a Wealth Advisor to join our team. You will assist in understanding clients’ overall financial situation, defining and managing client expectations and providing vision for client’s needs, and provide consistent and high-quality client service. What You'll Do:  Assist Wealth Advisor team as a contact for client relationships in performing multiple financial planning duties for new and existing clients. Prepare and review information needed for client meetings. Assist in client meetings and present information. Assign, monitor and complete tasks in CRM.   Assist clients in the decision-making process with issues related to tax, estate planning, charitable givin