<p><strong>What role you will play in team:</strong>Provide comprehensive financial advice to high-net-worth individuals, helping them achieve their financial goals.</p><p><strong>What you will do:</strong>Develop financial plans, manage investments, and build strong client relationships.</p><p><strong>Key responsibility:</strong><ul><li>Conduct financial planning sessions with clients.</li><li>Develop and implement personalized investment strategies.</li><li>Manage client portfolios and monitor performance.</li><li>Provide regular communication and updates to clients.</li><li>Maintain strong client relationships.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Accounting, or related field.</li><li>Minimum 2-4 years of experience in wealth management.</li><li>Strong understanding of investment products and strategies.</li><li>Excellent communication, interpersonal, and presentation skills.</li><li>Series 7 and 66 licenses preferred.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and commission structure.</li><li>Comprehensive benefits package.</li><li>Opportunities for career advancement.</li><li>Professional development opportunities.</li><li>Employee Stock Option Plan (ESOP)</li></ul></p><p><strong>A Day in the Life:</strong>Meeting with clients, developing financial plans, managing investments, and providing regular updates.</p>