We launched Inflection Point Wealth Advice to help people regain control over their financial lives and set the stage for lasting success. We believe your wealth is unique to you and your family. You spend your whole life building it, and you want to make sure it’s well taken care of and there to support you and the people and causes you care about.We believe life should be lived fully and be enjoyable. We also believe that money can be the most significant enabler or biggest… Show more We launched Inflection Point Wealth Advice to help people regain control over their financial lives and set the stage for lasting success. We believe your wealth is unique to you and your family. You spend your whole life building it, and you want to make sure it’s well taken care of and there to support you and the people and causes you care about.We believe life should be lived fully and be enjoyable. We also believe that money can be the most significant enabler or biggest roadblock. Because of that, we help clients reach their inflection points faster and more confidently through what we call “strategic wealth planning.”Advisory services offered through Inflection Point Wealth Advice, a Member of Advisory Services Network, LLC. Show less

Responsibilities:• Provide personalized wealth solutions based on each client's specific needs and objectives• Develop and implement financial plans, asset allocations, estate planning reviews, and tax strategies

Responsibilities• Manage new client implementation process• Coordinate and direct client activities with other team members and assist as necessary• Understands the client’s organization and procedures• Maintain client paper files and electronic data files in a timely manner• Compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees, and collection consulting fees

Responsibilities: • Assist in the preparation of customized comprehensive financial plans and portfolios for clients• Role-play scenarios as a Wealth Advisor through mock client meetings where you will practice providing wealth management advice to clients• Present on a variety of wealth planning topics to other advisors• Conduct financial planning research• Be immersed in financial planning topics through specific training• Actively collaborate with fellow interns and… Show more Responsibilities: • Assist in the preparation of customized comprehensive financial plans and portfolios for clients• Role-play scenarios as a Wealth Advisor through mock client meetings where you will practice providing wealth management advice to clients• Present on a variety of wealth planning topics to other advisors• Conduct financial planning research• Be immersed in financial planning topics through specific training• Actively collaborate with fellow interns and other team members to solve real-life issues, access resources, and accomplish important goals that support the client experience• Gain exposure to various types of financial planning software used in advising clients Show less