<p><b>What role you will play in team:</b> You'll assist senior wealth managers in providing financial planning and investment advice to high-net-worth clients.</p><p><b>What you will do:</b> You'll conduct client meetings, analyze financial data, and prepare financial plans.</p><p><b>Key responsibility:</b><ul><li>Preparing financial plans and investment recommendations for clients.</li><li>Conducting client meetings and building relationships.</li><li>Analyzing financial data and market trends.</li><li>Preparing presentations and reports for clients.</li><li>Staying up-to-date on financial regulations and compliance.</li><li>Providing excellent customer service and building strong client relationships.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>Excellent communication, interpersonal and presentation skills.</li><li>Strong analytical and problem-solving skills.</li><li>Proficiency in financial planning software.</li><li>Knowledge of investment strategies and financial markets.</li><li>Series 7 and 66 licenses (preferred but not required).</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development and advancement.</li><li>A supportive and collaborative work environment.</li><li>Bonus based on performance.</li><li>Medical Insurance</li></ul></p><p><b>A Day in the Life:</b> Your day could involve client meetings, analyzing financial data, preparing presentations, and collaborating with colleagues.</p>