<p><b>What role you will play in team:</b> Provide support to senior wealth managers in managing client portfolios and providing financial advice.</p><p><b>What you will do:</b> Assist in portfolio management, client communication, and financial planning.  You'll help to build and maintain client relationships.</p><p><b>Key responsibility:</b><ul><li>Prepare client financial plans and reports.</li><li>Assist in portfolio management and investment research.</li><li>Maintain client records and databases.</li><li>Respond to client inquiries and provide excellent customer service.</li><li>Support the development of client proposals and presentations.</li><li>Attend client meetings and assist with wealth management strategies.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>Strong understanding of investment products and financial planning principles.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Strong attention to detail and organizational skills.</li><li>Series 7 and 66 licenses (or willingness to obtain).</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits.</li><li>Opportunities for professional development.</li><li>Collaborative and supportive work environment.</li><li>Comprehensive training and mentorship program.</li><li>Excellent career growth potential.</li></ul></p><p><b>A Day in the Life:</b> A day involves preparing client reports, conducting research, communicating with clients, and collaborating with colleagues to develop comprehensive financial plans.</p>