<p><b>What role you will play in team:</b> You will be responsible for providing financial advice and wealth management services to high-net-worth clients.</p><p><b>What you will do:</b> You'll build relationships with clients, understand their needs, and provide tailored financial plans.</p><p><b>Key responsibility:</b><ul><li>Develop and maintain relationships with high-net-worth clients.</li><li>Conduct financial planning sessions.</li><li>Prepare and review financial plans.</li><li>Advise clients on investment strategies.</li><li>Monitor client portfolios.</li><li>Stay up-to-date on market trends and regulations.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Economics, or related field.</li><li>Excellent communication, interpersonal, and presentation skills.</li><li>Strong analytical and problem-solving skills.</li><li>Series 7 and 66 licenses preferred.</li><li>Experience in wealth management preferred.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and bonus structure.</li><li>Comprehensive benefits package.</li><li>Professional development opportunities.</li><li>Work in a reputable organization.</li><li>Growth opportunities within a large and established group.</li></ul></p><p><b>A Day in the Life:</b> You will spend your day meeting with clients, reviewing portfolios, conducting research, and creating financial plans. Client interaction and relationship building are crucial.</p>