The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities:
Provide financial planning support to clientsSupport investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracyQualificationsBachelor's degree in Finance or related field 5+ years' of industry experienceStrong understanding of the investment businessExcellent interpersonal skills
