<p><strong>What role you will play in team:</strong> Work with a team of financial advisors.</p><p><strong>What you will do:</strong> Assist in managing client portfolios and providing financial advice.</p><p><strong>Key responsibility:</strong><ul><li>Supporting financial advisors in client interactions.</li><li>Preparing financial plans and recommendations.</li><li>Managing client portfolios.</li><li>Maintaining accurate client records.</li><li>Conducting financial research.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in finance or related field.</li><li>Excellent communication and interpersonal skills.</li><li>Strong organizational and time management skills.</li><li>Understanding of wealth management principles.</li><li>Financial planning certifications beneficial</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits.</li><li>Professional development and training opportunities.</li><li>Mentorship programs.</li><li>Work From Home</li></ul></p><p><strong>A Day in the Life:</strong>Client meetings, research, planning, and administrative tasks.</p>