About the job 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: Responsibilities • Provide financial planning support to clients • Support investment professionals to cultivate client relationships. • Prepare financial plans and check their accuracy. Qualifications: • A Bachelor's degree in finance, Business, or a related field is required for this position. • Previous experience working as a Financial Advisor or in a similar role is essential. • Strong knowledge of financial planning concepts, investment products, and market trends is a must. • Excellent communication and interpersonal skills are necessary. • Detail-oriented with a focus on providing exceptional client service is a key attribute. Compensation: $45,000 - $150,000 commission plus bonuses

• Responsibilities • Provide financial planning support to clients • Support investment professionals to cultivate client relationships. • Prepare financial plans and check their accuracy.