<p><strong>What role you will play in team:</strong> You'll be part of a team dedicated to providing high-net-worth individuals with customized wealth management solutions. </p><p><strong>What you will do:</strong> Assist in client relationship management and portfolio construction. </p><p><strong>Key responsibility:</strong><ul><li>Assist in developing and implementing financial plans for clients.</li><li>Maintain client relationships and provide ongoing support.</li><li>Conduct financial research and analysis to support investment decisions.</li><li>Prepare investment proposals and presentations for clients.</li><li>Monitor market trends and identify investment opportunities.</li><li>Work effectively with other team members to provide comprehensive wealth management services.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Accounting, or a related field.</li><li>Excellent communication and interpersonal skills.</li><li>Strong analytical and problem-solving abilities.</li><li>Understanding of investment principles and financial planning.</li><li>Series 7 and 66 licenses (or willingness to obtain).</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Opportunities for career advancement within a well-established organization.</li><li>A supportive and collaborative work environment.</li><li>Professional development and training opportunities.</li></ul></p><p><strong>A Day in the Life:</strong> You will spend time meeting with clients, reviewing portfolios, doing market research and attending internal training.  You will be client-facing and building relationships.</p>