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 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
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