<p><strong>What role you will play in team:</strong> Contribute to providing high-quality financial planning and investment management services to high-net-worth individuals.</p><p><strong>What you will do:</strong> Assist in developing financial plans, manage client portfolios, and build strong client relationships.</p><p><strong>Key responsibility:</strong><ul><li>Analyze client financial situations and develop comprehensive financial plans.</li><li>Manage client portfolios and investment accounts.</li><li>Prepare investment reports and presentations for clients.</li><li>Build and maintain strong client relationships.</li><li>Stay up-to-date on market trends and investment strategies.</li><li>Comply with all regulatory requirements.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>1-3 years of experience in wealth management or a related field (preferred).</li><li>Excellent communication and interpersonal skills.</li><li>Strong understanding of investment products and strategies.</li><li>Series 7 and 66 licenses (preferred).</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and bonus structure.</li><li>Comprehensive benefits package.</li><li>Opportunities for career advancement.</li><li>Collaborative and supportive work environment.</li></ul></p><p><strong>A Day in the Life:</strong> A day may include client meetings, portfolio reviews, market research, and preparing presentations.</p>