Investment boutique seeking financial planning and operations professional to add to their team. As a growing wealth management firm, our ideal candidate is a junior wealth management specialist who is willing to grow the practice while also taking on operations duties to help manage the business. Responsibilities:
· Become an active member of our team by providing client relationship support as a junior advisor,
· Knowledge of investment and financial concept to be able to discuss comfortably in front of clients,
· Responsible for generating, preparing and updating client meeting materials and proposals for the client; in collaboration with the partners,
· Collect, organize and manage client information by assigning and following up on necessary paperwork. Bachelor’s Degree, Certified Financial Planning certification or intent to attain within one year of employment.