Overview
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
- Full-time
Job function
- Finance and Strategy/Planning
Benefits
- Medical insurance
- Vision insurance
- 401(k)
- Pension plan
- Disability insurance