<p><strong>What role you will play in team:</strong> As part of a collaborative team, you will help build client relationships and provide support in financial planning.</p><p><strong>What you will do:</strong> Assist senior advisors with client interaction, data entry, and basic financial analysis. You’ll be involved in preparing client presentations and reports.</p><p><strong>Key responsibility:</strong><ul><li>Assist in gathering client financial information.</li><li>Prepare basic financial plans and reports.</li><li>Maintain accurate client records.</li><li>Schedule client meetings and appointments.</li><li>Prepare presentations and marketing materials.</li><li>Contribute to team projects and initiatives.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in finance, accounting or related field.</li><li>Excellent communication and interpersonal skills.</li><li>Strong organizational and time-management skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Interest in wealth management and financial planning.</li><li>0-1 year experience.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Comprehensive training program.</li><li>Opportunities for advancement.</li><li>Hybrid Work</li></ul></p><p><strong>A Day in the Life:</strong> Your day will include client interaction, data entry, report preparation, and collaborative work with the team.</p>