<p><strong>What role you will play in team:</strong> Provide support to wealth management advisors in managing client portfolios and providing financial advice.</p><p><strong>What you will do:</strong> Conduct research, analyze investment options, and prepare client presentations.</p><p><strong>Key responsibility:</strong><ul><li>Conduct research on various investment products and strategies.</li><li>Analyze client financial situations and needs.</li><li>Develop personalized investment plans for clients.</li><li>Prepare investment reports and presentations.</li><li>Maintain client relationships and provide exceptional service.</li><li>Ensure compliance with regulatory requirements.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>Strong understanding of investment products and strategies.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in Microsoft Excel and financial modeling software.</li><li>Ability to work independently and as part of a team.</li><li>Series 7 license (preferred).</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Opportunities for career advancement.</li><li>Exposure to a wide range of financial products.</li><li>Mentorship from experienced wealth management professionals.</li><li>Professional development and training opportunities.</li></ul></p><p><strong>A Day in the Life:</strong>  A typical day involves conducting research, analyzing investment options, preparing client presentations, and communicating with clients and colleagues. You'll play a crucial role in helping clients achieve their financial goals.</p>