For faster consideration, please view my Linkedin under Charles O'Brien and email me your resume.Our client is a planning first RIA with offices across the United States. With more than $8 billion in assets under management, their mission is to help their clients, colleagues, and global community to live richer lives. Responsibilities include: · Act as first point of contact on client communications · Review client portfolios and provide recommendations to clients · Prepare comprehensive deliverables for client meetings including cash needs analysis and asset allocation · Prepare occasional spreadsheet analysis for more advanced financial topics such as tax loss harvesting, stock option and restricted wealth transfer strategies