<p><strong>What role you will play in team:</strong> Support senior wealth managers by assisting with client relationship management and financial planning.</p><p><strong>What you will do:</strong> Collaborate with senior team members to assist high-net-worth clients with their investment strategies and financial goals.</p><p><strong>Key responsibility:</strong><ul><li>Assisting senior wealth managers with client relationship management.</li><li>Preparing financial plans and investment recommendations.</li><li>Conducting market research and analysis.</li><li>Preparing client reports and presentations.</li><li>Managing client portfolios.</li><li>Maintaining client records and communications.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in finance, economics, or a related field.</li><li>1-2 years of experience in wealth management or a related field.</li><li>Strong analytical and problem-solving skills.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Series 7 license preferred.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Opportunities for career advancement.</li><li>Professional development opportunities.</li><li>Comprehensive health and welfare benefits.</li><li>401k Matching Plan.</li></ul></p><p><strong>A Day in the Life:</strong> You might be meeting with clients, researching investment options, preparing financial plans, or attending team meetings.</p>