<p><strong>What role you will play in team:</strong> You will assist senior wealth managers in providing financial advice and support to high-net-worth clients.</p><p><strong>What you will do:</strong> Analyze financial statements, prepare investment recommendations, and communicate with clients. Maintain accurate client records.</p><p><strong>Key responsibility:</strong><ul><li>Analyze client financial statements and investment portfolios.</li><li>Prepare investment recommendations based on client needs and goals.</li><li>Communicate effectively with clients, addressing their questions and concerns.</li><li>Maintain accurate and up-to-date client records.</li><li>Assist in the preparation of client reports and presentations.</li><li>Stay current on market trends and investment strategies.</li><li>Comply with regulatory requirements and ethical standards.</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 (Preferred).</li><li>Strong understanding of financial planning principles.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Strong analytical and problem-solving skills.</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>Opportunities for professional development and career advancement.</li><li>Mentorship from experienced wealth managers.</li><li>A collaborative and supportive work environment.</li></ul></p><p><strong>A Day in the Life:</strong> A typical day will involve client meetings, financial analysis, investment research, and administrative tasks.</p>