<p><strong>What role you will play in team:</strong> Work closely with clients to develop and implement personalized wealth management strategies.</p><p><strong>What you will do:</strong> Provide financial advice, manage investments, and ensure client satisfaction.</p><p><strong>Key responsibility:</strong><ul><li>Meet with clients to understand their financial goals and objectives.</li><li>Develop and implement personalized wealth management plans.</li><li>Manage client investments and monitor portfolio performance.</li><li>Provide financial advice and guidance to clients.</li><li>Maintain accurate client records and documentation.</li><li>Stay up-to-date on industry trends and regulations.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in finance, accounting, or a related field.</li><li>1-2 years of experience in wealth management.</li><li>Excellent communication and interpersonal skills.</li><li>Strong understanding of investment products and strategies.</li><li>Series 7 and 66 licenses (or equivalent).</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive compensation and benefits package.</li><li>Opportunities for professional development.</li><li>Supportive team environment.</li><li>Health Insurance</li><li>Paid time off</li></ul></p><p><strong>A Day in the Life:</strong> Your day may involve client meetings, portfolio reviews, market research, and preparing financial plans to meet client's long-term goals.</p>