About this role

Provide specialized support to a Financial Advisor in offering wealth management solutions to individuals and families. This role involves financial planning, portfolio analysis, and client base development, with a focus on creating customized financial plans and identifying investment solutions.

What we are looking for

6

Review, research, and analyze data for financial plans
Deliver financial plans to clients in partnership with Financial Advisor
Connect with next-generation clients through planning
Identify investment solutions to implement financial plans
Assist with marketing efforts to solicit planning business
Serve as a team specialist for financial planning topics

Work authorization

Must be authorized to work without sponsorship.