<p><strong>What role you will play in team:</strong> Collaborate with senior wealth managers to provide comprehensive financial planning and investment management services to high-net-worth clients.</p><p><strong>What you will do:</strong> Conduct financial planning analysis, prepare client presentations, and assist in portfolio management activities.</p><p><strong>Key responsibility:</strong><ul><li>Assist in developing and implementing financial plans for clients.</li><li>Conduct financial analysis and prepare reports.</li><li>Prepare client presentations and proposals.</li><li>Maintain client relationships and provide exceptional service.</li><li>Stay updated on financial market trends and regulations.</li><li>Collaborate with team members to ensure client satisfaction.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in finance, accounting, or a related field.</li><li>Strong analytical and problem-solving skills.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in financial planning software.</li><li>Series 7 and 66 licenses (or willingness to obtain).</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development and advancement.</li><li>Supportive and collaborative work environment.</li><li>Access to advanced training and resources.</li></ul></p><p><strong>A Day in the Life:</strong> A typical day may involve preparing client presentations, conducting financial analysis, meeting with clients, and collaborating with team members.</p>