• Build, maintain, and implement comprehensive financial plans for high-income professionals and business owners. • Own planning workstreams and recommendations from start to finish. • Execute planning recommendations across tax, cash flow, retirement, estate, and business-owner planning considerations. • Participate in and eventually lead client meetings, serving as a trusted secondary contact. • Manage portfolio implementation aligned with client plans. • Take ownership of financial planning, CRM, and other systems to ensure smooth execution of workflows. • Maintain strong documentation and refine processes for consistency and efficiency. • Ensure clients feel supported and continuity is maintained during team transitions.