The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.
Responsibilities:- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications:- Bachelor's degree in finance or related field 5+ years of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
