<p><strong>What role you will play in team:</strong>Support senior wealth managers in providing comprehensive financial planning and investment advice to clients.</p><p><strong>What you will do:</strong>Assist with client onboarding, financial planning, and investment recommendations.</p><p><strong>Key responsibility:</strong><ul><li>Assist with client onboarding process.</li><li>Prepare financial plans and investment recommendations under supervision.</li><li>Maintain client records and documentation.</li><li>Conduct research and analysis to support investment decisions.</li><li>Develop strong client relationships.</li><li>Contribute to team projects.</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 interest in financial planning and wealth management.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Strong attention to detail and organizational skills.</li><li>Ability to work independently and as part of a team.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development and growth within the firm.</li><li>Supportive and collaborative team environment.</li><li>Comprehensive training program.</li></ul></p><p><strong>A Day in the Life:</strong>A day will involve assisting senior wealth managers, client communication, financial planning and investment research.</p>