<p><b>What role you will play in team:</b> Assist senior wealth managers in providing financial planning and investment advice to high-net-worth clients.</p><p><b>What you will do:</b> Conduct client meetings, prepare financial plans, and manage client portfolios. </p><p><b>Key responsibility:</b><ul><li>Prepare comprehensive financial plans for high-net-worth clients.</li><li>Conduct client meetings to gather information and provide advice.</li><li>Manage client portfolios and track performance.</li><li>Research investment opportunities and make recommendations.</li><li>Maintain accurate client records and documentation.</li><li>Stay up-to-date on financial market trends and regulations.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance or a related field.</li><li>Excellent communication and interpersonal skills.</li><li>Strong understanding of financial planning principles.</li><li>Proficiency in financial planning software.</li><li>Series 7 or other relevant financial licenses preferred.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and bonus structure.</li><li>Comprehensive benefits package.</li><li>Opportunities for career advancement.</li><li>Mentorship from experienced wealth managers.</li></ul></p><p><b>A Day in the Life:</b> Your day could involve client meetings, financial plan development, research, portfolio management and communication with clients and team members.</p>