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 clientsSupport investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracyQualifications Strong understanding of the investment businessExcellent interpersonal skillsSeniority levelEntry level
Employment typeFull-time
Job functionFinance and Sales
IndustriesInsurance
#J-18808-Ljbffr