Teams at Morton Wealth

Own the talent lifecycle, including recruiting, onboarding, learning and development, OKR administration, career development support, and leadership retreat coordination. Manage applicant tracking and learning platforms, create training content, coordinate onboarding experiences, monitor team objectives, and maintain development processes. The role requires strong organization, communication, relationship-building, attention to detail, and interest in wealth management. It is full-time and primarily in-office Monday through Thursday.

Support Wealth Advisors by delivering comprehensive financial planning for high-net-worth clients focused on estate, insurance, tax, business, and cash flow planning using eMoney; build client relationships and collaborate with third-party professionals.

Provide administrative and operational support to advisory teams: manage client accounts and households, prepare and send documents, follow up with clients, and ensure completion of compliance policies and supporting documentation. Work cross-functionally to help deliver high-quality client service and support team efficiency and growth.