<p><strong>What role you will play in team:</strong> Support senior wealth managers in providing financial planning and investment advice to clients.</p><p><strong>What you will do:</strong> Assist in client portfolio management, prepare presentations, and manage client communications.</p><p><strong>Key responsibility:</strong><ul><li>Support senior wealth managers in providing comprehensive financial planning services.</li><li>Analyze client financial information and create tailored investment plans.</li><li>Prepare financial reports and presentations for clients.</li><li>Maintain accurate client records and documentation.</li><li>Manage client communication and scheduling.</li><li>Assist in the development of new business opportunities.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Accounting, or related field.</li><li>Strong understanding of financial planning principles.</li><li>Excellent communication and interpersonal skills.</li><li>Proficient in Microsoft Office Suite.</li><li>Series 65 or 66 license (preferred).</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development and advancement.</li><li>Positive and collaborative work environment.</li><li>Comprehensive health and wellness programs.</li><li>Employee assistance program.</li></ul></p><p><strong>A Day in the Life:</strong> You'll start by reviewing client portfolios, preparing client presentations, and then attend meetings with clients to discuss their financial plans.</p>