<p><b>What role you will play in team:</b> Assist senior wealth managers in providing financial planning services to clients.</p><p><b>What you will do:</b> Analyze client needs, develop financial plans, and manage client relationships.</p><p><b>Key responsibility:</b><ul><li>Conducting financial planning interviews with clients.</li><li>Developing comprehensive financial plans.</li><li>Managing client relationships and providing ongoing support.</li><li>Preparing presentations and reports for clients.</li><li>Staying up-to-date on financial market trends.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Accounting, or related field.</li><li>1-2 years of experience in financial services.</li><li>Strong client relationship management skills.</li><li>Excellent communication and presentation skills.</li><li>Series 7 and 66 licenses preferred.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits.</li><li>Professional development opportunities.</li><li>Career growth potential.</li><li>Collaborative work environment.</li></ul></p><p><b>A Day in the Life:</b> Involves client meetings, financial analysis, plan preparation, and relationship management.</p>