The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- This is commission base opportunity.
Qualifications
- Good to have finance related experience.
- Strong understanding of the investment business
- Excellent interpersonal skills
