<p><b>What role you will play in team:</b> You will be part of a team that provides comprehensive wealth management solutions to high-net-worth individuals. You will build relationships with clients, understand their financial goals, and create customized strategies.</p><p><b>What you will do:</b> You'll create and implement financial plans, manage investments, and provide ongoing financial advice to clients, ensuring their financial well-being.</p><p><b>Key responsibility:</b><ul><li>Build and maintain strong relationships with high-net-worth clients.</li><li>Conduct thorough financial needs assessments to understand client goals and objectives.</li><li>Develop and implement customized financial plans to meet client needs.</li><li>Manage client investments across various asset classes.</li><li>Provide ongoing financial advice and support to clients.</li><li>Maintain detailed client records and documentation.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's or Master's degree in finance, economics, or a related field.</li><li>Excellent communication, interpersonal, and presentation skills.</li><li>Strong understanding of financial products and investment strategies.</li><li>Experience with financial planning software and tools.</li><li>Series 7 and 66 licenses (or equivalent) a plus.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development and career advancement.</li><li>Collaborative and supportive work environment.</li><li>Extensive training and mentoring opportunities.</li><li>Potential for significant earning potential through commissions and bonuses.</li></ul></p><p><b>A Day in the Life:</b> Your day will involve client meetings, portfolio reviews, market research, and developing financial plans. You'll use your financial expertise to help clients achieve their financial goals.</p>