<p><strong>What role you will play in team:</strong> Support senior wealth managers in providing comprehensive financial planning and investment management services to high-net-worth clients.</p><p><strong>What you will do:</strong> Assist in the development of financial plans, conduct client meetings, and manage client portfolios.</p><p><strong>Key responsibility:</strong><ul><li>Assisting senior wealth managers in developing and implementing financial plans.</li><li>Conducting client meetings to gather information and discuss investment strategies.</li><li>Preparing client reports and presentations.</li><li>Managing client portfolios and ensuring compliance with regulatory requirements.</li><li>Maintaining strong client relationships.</li><li>Conducting research on investment opportunities.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Accounting, or a related field.</li><li>Strong understanding of financial planning and investment management principles.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Series 7 and 66 licenses (preferred).</li><li>Client relationship management skills.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and bonus structure.</li><li>Comprehensive benefits package, including health insurance.</li><li>Opportunities for professional development and career advancement.</li><li>Positive and collaborative work environment.</li><li>Mentorship from senior wealth managers.</li></ul></p><p><strong>A Day in the Life:</strong> Your day will consist of client meetings, portfolio reviews, research, and report preparation.  You'll also collaborate with colleagues to ensure client needs are met.</p>