<p><strong>What role you will play in team:</strong> Provide financial planning and investment advice to clients, helping them achieve their financial goals.</p><p><strong>What you will do:</strong> Build relationships with clients, analyze financial situations, develop personalized plans, and manage client portfolios.</p><p><strong>Key responsibility:</strong><ul><li>Conduct comprehensive financial planning for clients.</li><li>Provide investment advice based on client's risk tolerance and goals.</li><li>Manage client portfolios and monitor performance.</li><li>Prepare financial reports and presentations for clients.</li><li>Build and maintain strong client relationships.</li><li>Keep abreast of changes in financial regulations and market trends.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Accounting, or related field.</li><li>Strong understanding of financial planning principles.</li><li>Excellent communication and interpersonal skills.</li><li>Series 7 and 66 licenses (or equivalent) preferred.</li><li>Experience with CRM software a plus.</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 bonus structure.</li><li>Comprehensive benefits package (medical, dental, vision).</li><li>Paid time off and holidays.</li><li>Professional development opportunities.</li></ul></p><p><strong>A Day in the Life:</strong> Client meetings, financial planning, portfolio management, market research and analysis, communication with clients.</p>