Job Title

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 Qualifications - Bachelor's degree in Finance or related field - 5+ years' of industry experience - Strong understanding of the investment business - Excellent interpersonal skills