<p><strong>What role you will play in team:</strong> Assist senior wealth managers in providing financial advice and investment management services to high-net-worth clients.</p><p><strong>What you will do:</strong> Prepare financial plans, analyze investment portfolios, and communicate with clients.</p><p><strong>Key responsibility:</strong><ul><li>Assisting in the preparation of financial plans for clients.</li><li>Analyzing investment portfolios and recommending adjustments.</li><li>Communicating with clients about their financial situations and investment strategies.</li><li>Preparing reports and presentations for clients.</li><li>Maintaining client relationships.</li><li>Staying up-to-date on market trends and regulations.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>1-3 years experience in wealth management or financial planning.</li><li>Strong understanding of investment products and strategies.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in financial planning software.</li><li>Series 7 and 66 Licenses (Preferred)</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development.</li><li>Mentorship program.</li><li>Health insurance.</li><li>Paid time off.</li></ul></p><p><strong>A Day in the Life:</strong> You'll start by reviewing client portfolios and market updates.  Then, you'll work on financial planning, communicate with clients, and collaborate with the wealth management team.</p>