• Execute optimizations across client Google Ads, Meta Ads, and emerging social platforms accounts following industry best practices. • Monitor daily campaign performance and make data-drive adjustments to improve efficiency ROI. • Support day-to-day ad account maintenance and reporting. • Build, monitor, and proactively deliver performance reports with a focus on scaling channel results. • Manage QA processes to ensure accuracy in ad content and on-time delivery. • Translate business objectives into actionable multi-channel strategies, including audience segmentation and retargeting. • Monitor ad platform updates and algorithm changes to proactively adjust strategies. • Work with paid search, DSP, and email teams to execute collaborative cross-channel marketing. • Identify and implement fixes for low catalog match rate and product feed health to maximize efficiency.

• Develop, revise, and present financial plans through planning software • Ability to create and deliver tax, estate, and insurance planning • Identify advanced planning opportunities and develop internal best practices • Develops a mastery of Focus Partners Wealth’s investment philosophy • Create a holistic investment strategy for each client, monitor risk tolerance over time as needed • Develop an understanding of the fundamentals of trading • Partner with the Portfolio Management team to approve and execute portfolios • Resource and collaboration with other Associate Wealth Advisors (AWAs) • Ability to independently lead client communications and interactions • Diligent recording of client communication and information within client relationship management platform • Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service • Complete client billing reviews and ensure compliance for the advisory team • Engage in advisory team business planning efforts and actively support the firm’s strategic priorities • Ability to business develop in a team environment. • Lead a select number of client relationships • Lead the development of financial planning recommendations to clients

• Develop, revise, and present financial plans through planning software • Ability to create and deliver tax, estate, and insurance planning • Identify advanced planning opportunities and develop internal best practices • Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy • Create a holistic investment strategy for each client, monitor risk tolerance over time as needed • Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. • Resource and collaboration with other Associate Wealth Advisors (AWAs) • Mastery of technology stack offered, including CRM system and custodian websites • Ability to independently lead client communications and interactions • Diligent recording of client communication and information within client relationship management platform • Independently interact and communicate with clients through emails, calls, and client presentations • Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service • Complete client billing reviews and ensure compliance for the advisory team • Engage in advisory team business planning efforts and actively support the firm’s strategic priorities • Ability to business develop in a team environment • Lead a select number of client relationships • Lead the development of financial planning recommendations to clients

• Provides virtual clinical services, including reproductive and sexual health care, to patients of the PPNCS Virtual Clinics through a direct-to consumer telehealth model of care. • Site-to-site telehealth support for health centers, and an asynchronous, text-based Telehealth delivery model. • Obtains pertinent patient history as indicated by the visit type. • Recognizes and addresses deviations from normal. • Performs, orders, and interprets both screening and diagnostic testing; addresses abnormal findings. • Develops plan, which may include treatment, medical or other referrals, and/or prescribing of medications. • Provides patient instruction regarding plan of care, preventive education, and health promotion and maintenance. • Consults with Medical Director or clinician on-call as indicated. • Obtains informed consent when indicated. • Collaborates with the health care team and other community agencies and resources, as indicated. • Assesses interventions and/or referral progress as indicated. • Documents accurately and clearly. • Supervises support staff regarding routine patient orders. • Collaborates with Telehealth Manager and Telehealth APC Manager to meet team goals, productivity benchmarks, and assigned tasks. • Provides patient focused care and assures smooth and efficient patient and visit flow processes.