• Develop, revise, and present financial plans through planning software • Knowledge of tax, estate, and insurance planning • Creates holistic investment strategy for each client • Develop an understanding of the fundamentals of trading • Partner with the Portfolio Management team • Ability to independently lead client communications and interactions • Complete client billing reviews

• Specializes in the placement of IP/Patent professionals nationwide • Understand clients’ technical needs and candidates’ career interests • Leverage long-term client relationships for competitive advantage • Recruiters have over 10 years of IP recruiting experience • Provide trusted career advice and resources for candidates

• Specializes in the placement of IP/Patent professionals nationwide • Understand clients’ technical needs and candidates’ individual talents and career interests • Leverage a broad network of client relationships for competitive edge • Provide trusted career advice based on IP job market insights • Assist in resume improvement and networking opportunities

• This Remote Warehouse Associate is responsible for the purchasing, receiving, inventory, storing, and associated record keeping of food service and housekeeping products and supplies as well as performing general cleaning and floor maintenance duties. • Maintains storerooms, shelves, loading docks, and walk in coolers by properly laying out and rotating products. • Loads and unloads materials onto or from pallets, trays, racks, vehicles, or shelves. • Provides a variety of products to other personnel as they are needed. • Continually keeps accurate inventories/records of materials on hand. • Works with other personnel to make sure all products and supplies will be available and ready as needed. • Reads work order or follows oral instructions to ascertain materials to be moved. • Updates pricing and databases regularly. • Inspects deliveries for conformity to standards, quantity/quality ordered. • Counts, weighs, and records number of units of materials moved or handled. • Delivers, unloads, loads, stocks, cleans, rotates, or picks up materials or product from various locations. • On a regular basis, maintains, cleans, sweeps, mops, etc. coolers, floors, storerooms, loading docks, shelves, etc. • Handle special food service related projects. • Prepare and clean products to be stored. • Assist in maintaining the cleanliness of other associated areas. • Cleans work area, machines, and equipment and keeps assigned areas neat, safe, and orderly. • Stack, assemble, or band materials together. • Use various types of hand trucks to facilitate movement of materials or products. • Operate industrial truck or electric hoist to assist in loading or moving materials and products. • Assist others such as food service personnel with their general day-to-day activities. • Notify supervisor if safety and sanitation standards are not being met.