<p><strong>What role you will play in team:</strong> Assist 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>  Analyze client financial needs, prepare investment recommendations, and ensure excellent client service.</p><p><strong>Key responsibility:</strong><ul><li>Analyze client financial information and goals.</li><li>Prepare financial plans and investment recommendations.</li><li>Maintain client relationships and provide excellent service.</li><li>Prepare investment reports and presentations.</li><li>Stay updated on market trends and investment strategies.</li><li>Assist with the preparation of compliance documentation.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in finance, economics, or a related field.</li><li>1-2 years of experience in wealth management or financial planning.</li><li>Strong analytical and problem-solving skills.</li><li>Excellent communication and interpersonal skills.</li><li>Series 7 and 66 licenses (preferred).</li><li>Proficiency in financial planning software.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and bonus structure.</li><li>Comprehensive benefits package.</li><li>Opportunities for professional development.</li><li>Supportive and collaborative work environment.</li><li>Client interaction and relationship building.</li></ul></p><p><strong>A Day in the Life:</strong> Involves reviewing client portfolios, researching investment options, preparing reports, meeting with clients, and collaborating with colleagues.</p>