<p><b>What role you will play in team:</b> You'll be responsible for providing financial planning and investment management services to clients.</p><p><b>What you will do:</b> Assist in developing financial plans and managing client investments.</p><p><b>Key responsibility:</b><ul><li>Analyze client financial situations and create personalized financial plans.</li><li>Develop and manage investment portfolios for clients.</li><li>Monitor portfolio performance and make adjustments as needed.</li><li>Provide regular updates and reports to clients.</li><li>Build and maintain strong client relationships.</li><li>Stay updated on market trends and regulatory changes.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>Strong understanding of financial planning and investment management principles.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in financial software and tools.</li><li>Relevant certifications (e.g., CFP, CFA) are a plus.</li><li>Experience in a wealth management firm is preferred.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development and growth.</li><li>Collaborative and supportive work environment.</li><li>Client interaction and building relationships.</li><li>Work-life balance is encouraged.</li></ul></p><p><b>A Day in the Life:</b>  A day might involve meeting with clients, reviewing financial statements, managing investment portfolios, and preparing reports.</p>