Job Responsibilities:

• Assist financial advisers in preparing and maintaining financial plans
• Involved in developing integrated wealth management solutions per clients’ specific goals
• Perform financial analysis for clients to identify their needs
• Support managers in preparing ad-hoc reports

Qualifications:

• CFP® practitioner or candidate preferred
• Strong analytical and financial skills
• Strong verbal and written communication skills
• Organized with strong attention to detail
• Knowledge of Microsoft Office (Excel, PowerPoint and Word)
• Basic understanding of investment and financial planning strategies
• Must be a self-starter, problem solver and a goal-oriented, customer-centered team player