<p><strong>What role you will play in team:</strong> You will support senior wealth managers in providing financial planning and investment advice to high-net-worth clients.</p><p><strong>What you will do:</strong> You will assist in preparing financial plans, analyzing client portfolios, and researching investment opportunities.</p><p><strong>Key responsibility:</strong><ul><li>Assisting with client meetings and presentations.</li><li>Preparing financial plans and investment recommendations.</li><li>Analyzing client portfolios and identifying areas for improvement.</li><li>Researching investment opportunities and developing investment strategies.</li><li>Maintaining client records and ensuring compliance with regulations.</li><li>Collaborating with other team members to provide comprehensive wealth management services.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>Strong understanding of financial planning and investment principles.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in financial modeling and analysis software.</li><li>Series 7 and 66 licenses (preferred).</li><li>Strong work ethic and attention to detail.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development and growth.</li><li>A collaborative and supportive work environment.</li><li>Bonus structure</li><li>Medical Insurance</li><li>Paid Time Off</li></ul></p><p><strong>A Day in the Life:</strong> You will begin by reviewing market updates, and then focus on client portfolio analysis and preparing reports.  Interaction with clients and team members is a key part of the role.</p>