<p><strong>What role you will play in team:</strong> Provide financial advice and solutions to high-net-worth individuals, building and maintaining strong client relationships.</p><p><strong>What you will do:</strong> Develop financial plans, manage client portfolios, and provide ongoing advice and support.</p><p><strong>Key responsibility:</strong><ul><li>Meeting with clients to understand their financial goals and objectives.</li><li>Developing customized financial plans and investment strategies.</li><li>Managing client portfolios and providing ongoing investment advice.</li><li>Maintaining regular contact with clients and providing updates.</li><li>Staying current on market trends and regulatory changes.</li><li>Generating new business through networking and referrals.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in finance, accounting, or a related field.</li><li>Relevant experience in wealth management or financial planning.</li><li>Excellent communication, interpersonal, and presentation skills.</li><li>Strong understanding of financial markets and investment products.</li><li>Series 7 and 66 licenses (or equivalent) preferred.</li><li>Proven ability to build and maintain client relationships.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive base salary plus commission structure.</li><li>Comprehensive benefits package including health, dental, and vision insurance.</li><li>Retirement plan and paid time off.</li><li>Ongoing training and professional development opportunities.</li><li>Supportive and collaborative work environment.</li></ul></p><p><strong>A Day in the Life:</strong>  Involves client meetings, portfolio management, financial planning, and ongoing communication. The focus is on building strong relationships and achieving client financial goals.</p>