<p><strong>What role you will play in team:</strong> Work closely with clients to develop and implement personalized financial plans.</p><p><strong>What you will do:</strong> Provide financial advice, manage client portfolios, and build strong client relationships.</p><p><strong>Key responsibility:</strong><ul><li>Meet with clients to understand their financial goals and objectives.</li><li>Develop and implement personalized financial plans.</li><li>Manage client portfolios and monitor performance.</li><li>Provide ongoing financial advice and support.</li><li>Build and maintain strong client relationships.</li><li>Stay current on financial market trends and regulatory changes.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in finance, business, or a related field.</li><li>Experience in wealth management or a related field.</li><li>Series 65 or 7 license preferred.</li><li>Excellent communication, interpersonal, and presentation skills.</li><li>Strong understanding of financial planning principles.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive compensation and bonus structure.</li><li>Comprehensive benefits package including health insurance.</li><li>Opportunities for professional development and career growth.</li><li>Supportive and collaborative work environment.</li></ul></p><p><strong>A Day in the Life:</strong> A day might involve meeting with clients, reviewing portfolios, and conducting research.</p>