The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable in creating financial plans and cross checking work to ensure complete accuracy of information. They should have the passion to help and service their clients.
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Hire/Encourage/Recommend prospective additional team members with same responsibilities and qualifications who can be an asset to the team's goals.
Industry experience preferred but not required
Has adequate understanding of the investment business
Excellent interpersonal skills
Driven and Passionate