<p><b>What role you will play in team:</b> You'll support senior wealth managers in providing comprehensive financial planning and investment management services to high-net-worth clients.</p><p><b>What you will do:</b> You'll assist in portfolio management, client communication, and financial planning.  You'll contribute to maintaining strong client relationships.</p><p><b>Key responsibility:</b><ul><li>Assisting with portfolio construction and rebalancing.</li><li>Preparing client presentations and reports.</li><li>Conducting financial planning analysis.</li><li>Maintaining client records and databases.</li><li>Communicating with clients to address inquiries and provide updates.</li><li>Supporting the development of client relationships.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Accounting, or related field.</li><li>Strong understanding of financial markets and investment products.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in financial software and tools.</li><li>Series 7 and 66 licenses (or willingness to obtain).</li><li>Client relationship management experience a plus.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and comprehensive benefits package.</li><li>Professional development opportunities.</li><li>Mentorship program.</li><li>Opportunities for career advancement.</li><li>Health insurance.</li><li>Paid time off.</li></ul></p><p><b>A Day in the Life:</b>A typical day includes working on financial plans, communicating with clients, conducting research, preparing reports and presentations, and contributing to maintaining a strong client base.</p>