Position: M&A Sales and Marketing Associate. Looking for a seasoned sales and marketing person to help our inorganic growth efforts. We have acquired 4 advisory firms in the past couple years and are looking to escalate our efforts by hiring a full-time person to assist in all parts of the process for our acquisition efforts, from marketing, sourcing leads, proactive outreach and setting up introductory meetings with a partner of the firm. Your g...
Position: Law Mentee. Law student with an aptitude and/or desire to develop financial skills that add value to successful business owners and high paid corporate executives through specialized tax and investment strategies. Local firm with national practice seeks to mentor an aspiring attorney in order to build capacity to serve this national growing group of clients. You will be responsible for assisting Ralph Antolino, Jr. with estate, tax-redu...
Position: Financial Advisor. You will be responsible for delivering value to existing and new clients – from understanding each client’s unique needs, creating financial plans for clients, structuring the investment portfolio that aligns with the plan, analyzing insurance needs and solutions, and income planning. We have a team approach, and you will collaborate with both advisors and support staff. Our relationships typically have an advisor and...
