<p><strong>What role you will play in team:</strong> Build and maintain strong relationships with high-net-worth individuals.  Provide financial advice and investment solutions.</p><p><strong>What you will do:</strong> Develop and implement customized financial plans, manage client portfolios, and provide ongoing financial guidance.</p><p><strong>Key responsibility:</strong><ul><li>Meet with clients to understand their financial goals and objectives.</li><li>Develop and present customized financial plans.</li><li>Manage client portfolios and make investment recommendations.</li><li>Monitor portfolio performance and adjust strategies as needed.</li><li>Stay up-to-date on market trends and investment opportunities.</li><li>Maintain strong client relationships and provide excellent service.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>Proven experience in wealth management or financial planning.</li><li>Strong understanding of investment products and strategies.</li><li>Excellent communication and interpersonal skills.</li><li>Ability to build rapport with high-net-worth individuals.</li><li>Series 7 and 66 licenses preferred (US).</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and commission structure.</li><li>Comprehensive benefits package, including health insurance and retirement plan.</li><li>Opportunities for professional development and career advancement.</li><li>Supportive and collaborative work environment.</li><li>Potential for high earnings.</li></ul></p><p><strong>A Day in the Life:</strong>  You will be client-facing, meeting with clients, reviewing portfolios, and providing customized financial advice.</p>