<p><strong>What role you will play in team:</strong> You'll help clients achieve their financial goals by providing customized wealth management strategies.</p><p><strong>What you will do:</strong> You will build relationships with clients, providing advice on investments, retirement planning, and estate planning.</p><p><strong>Key responsibility:</strong><ul><li>Build strong client relationships</li><li>Develop and implement financial plans</li><li>Provide investment advice and recommendations</li><li>Manage client portfolios</li><li>Conduct regular client reviews</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance or related field</li><li>Series 7 and 66 licenses (or equivalent)</li><li>Excellent communication and interpersonal skills</li><li>Strong understanding of financial markets and investment products</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>Excellent work-life balance</li></ul></p><p><strong>A Day in the Life:</strong>  Includes client meetings, portfolio reviews, market research, and administrative tasks.</p>