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
Seniority level
Mid-Senior level
Employment type
Other
Job function
Finance and Sales
J-18808-Ljbffr
#J-18808-Ljbffr