<p><b>What role you will play in team:</b> You’ll work directly with clients and support senior wealth managers in providing comprehensive financial planning and investment advice.</p><p><b>What you will do:</b> You’ll assist in developing customized financial plans, executing trades, and maintaining client relationships.</p><p><b>Key responsibility:</b><ul><li>Assisting in the development of comprehensive financial plans</li><li>Executing client investment transactions</li><li>Maintaining client records and documentation</li><li>Preparing client reports and presentations</li><li>Building and maintaining client relationships</li><li>Staying current on financial market trends and regulations</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Economics, or a related field</li><li>1-2 years experience in wealth management or financial services (preferred)</li><li>Strong client relationship management skills</li><li>Excellent communication and interpersonal skills</li><li>Knowledge of investment products and strategies</li><li>Series 7 or similar licensing a plus</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and comprehensive benefits</li><li>Opportunities for professional growth and development</li><li>Supportive and collaborative work environment</li><li>Potential for client-facing opportunities</li><li>Incentive programs based on client growth and satisfaction</li></ul></p><p><b>A Day in the Life:</b> A typical day will involve interacting with clients, reviewing financial documents, preparing investment recommendations, and collaborating with senior wealth managers.</p>