- Serve as a technical planning partner to wealth advisors on active client situations, and at times, join meetings with Choreo advisors, clients, and outside client advisors.
- Review advisor-drafted financial plans and modeling with advisors and offer insights.
- Assist advisors in leveraging planning tools across a variety of cases including co-preparation of financial plans and simulations.
- Respond to advisor planning questions and conduct research on nuanced financial/tax issues.
- Contribute to expanding the complex wealth planning resources across the firm, including the development of the advanced planning team.
- Help codify and disseminate best practices in financial and income tax planning across the firm.
- Help test and evaluate planning software for broader adoption.
- Develop and deliver internal training on relevant topics.
- Participate in thought leadership and marketing content development.
- Contribute to firm-wide initiatives focused on planning quality, consistency, and innovation.
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