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