<p><strong>What role you will play in team:</strong> Provide support to wealth management advisors by conducting client research, preparing financial plans, and managing client communications.</p><p><strong>What you will do:</strong> Assist in the development and implementation of client financial plans, gather and analyze client financial information, prepare presentations and reports.</p><p><strong>Key responsibility:</strong><ul><li>Gather and analyze client financial information.</li><li>Prepare comprehensive financial plans for clients.</li><li>Assist in the development of investment strategies.</li><li>Manage client communications and correspondence.</li><li>Prepare presentations and reports for clients and internal stakeholders.</li><li>Maintain client records and databases.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Accounting, or related field.</li><li>0-1 year of experience in a financial services environment.</li><li>Excellent communication and interpersonal skills.</li><li>Strong analytical and organizational skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Understanding of financial planning principles.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits.</li><li>Opportunities for professional development.</li><li>Supportive work environment.</li><li>Exposure to various aspects of wealth management.</li><li>Potential for career growth.</li></ul></p><p><strong>A Day in the Life:</strong> A day involves client interaction, data analysis, report preparation, and collaboration with wealth management advisors.  It demands strong organizational and communication skills.</p>