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.ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracyQualifications- Strong understanding of the investment business- Excellent interpersonal skillsSeniority levelEntry levelEmployment typeFull-timeJob functionFinance and SalesIndustriesInsurance#J-18808-Ljbffr