<p><b>What role you will play in team:</b> You'll support senior wealth managers in providing financial advice and investment solutions to high-net-worth clients.</p><p><b>What you will do:</b> You'll assist in portfolio management, client communication, and regulatory compliance.</p><p><b>Key responsibility:</b><ul><li>Assisting in the preparation of client presentations and reports</li><li>Conducting research on investment opportunities</li><li>Managing client portfolios and ensuring compliance with regulations</li><li>Maintaining strong client relationships</li><li>Supporting senior wealth managers in all aspects of client service</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Economics, or a related field</li><li>Series 7 and 66 licenses (or willingness to obtain)</li><li>Strong understanding of investment strategies and financial planning</li><li>Excellent communication and interpersonal skills</li><li>Ability to work independently and as part of a team</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package</li><li>Opportunities for career advancement</li><li>Mentorship program</li><li>Professional development courses</li></ul></p><p><b>A Day in the Life:</b> A day includes client interaction, market research, portfolio analysis, report preparation, and attending team meetings.  It's a client-facing and analytical role.</p>