<p><strong>What role you will play in team:</strong> Provide comprehensive financial planning and investment advice to high-net-worth individuals.</p><p><strong>What you will do:</strong> Build relationships with clients, understand their financial goals, create personalized financial plans, manage their investments, and provide ongoing support.</p><p><strong>Key responsibility:</strong><ul><li>Build and maintain strong relationships with clients.</li><li>Understand client financial needs and goals.</li><li>Develop personalized financial plans and investment strategies.</li><li>Manage client investments and portfolios.</li><li>Provide ongoing support and advice to clients.</li><li>Stay updated on market trends and investment products.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>At least 1 year of experience in wealth management (preferred).</li><li>Excellent communication and interpersonal skills.</li><li>Strong understanding of financial planning and investment products.</li><li>Ability to build rapport with high-net-worth individuals.</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>Professional development opportunities.</li><li>Opportunities for career advancement.</li></ul></p><p><strong>A Day in the Life:</strong> You'll start by reviewing market news, then meet with clients to discuss their financial needs, review their portfolios, and provide personalized advice. You will maintain regular contact with your clients.</p>