<p><strong>What role you will play in team:</strong> You will work with a team of experienced advisors to provide wealth management services to clients.</p><p><strong>What you will do:</strong>Assist in developing financial plans, manage client portfolios, and provide excellent client service.</p><p><strong>Key responsibility:</strong><ul><li>Preparing financial plans and investment proposals</li><li>Managing client portfolios</li><li>Providing excellent customer service</li><li>Maintaining accurate client records</li><li>Staying up-to-date on market trends</li><li>Attending client meetings</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 understanding of financial products</li><li>Proficiency in Microsoft Office Suite</li><li>Ability to work independently and as part of a team</li><li>Series 7 or similar license (preferred)</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package</li><li>Opportunities for professional growth</li><li>Supportive work environment</li><li>Training and development programs</li></ul></p><p><strong>A Day in the Life:</strong>A day involves assisting clients, analyzing financial data, preparing proposals, and collaborating with team members.</p>