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- Experience level
- Mid-level · 2+ years
- Apply by
- Apr 10, 2027
- Posting language
- English
- Working hours
- 40 hours per week
- Seniority
- Mid-Senior level
- Application method
- Direct apply is available
Job summary
Provide financial planning support and personalized investment solutions to help clients pursue their long-term financial goals. Support investment professionals in cultivating client relationships, prepare financial plans, and verify their accuracy.
Job details
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
What you’ll do
Provide financial planning support and personalized investment solutions to help clients pursue their long-term financial goals. Support investment professionals in cultivating client relationships, prepare financial plans, and verify their accuracy.
Requirements
Finance-related experience is desirable, along with a strong understanding of the investment business. Excellent interpersonal skills are required.
Listed skills
- Financial planning · Preferred
- interpersonal skills · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Financial Planning
- Investment Solutions
- Investment Business Knowledge
- Client Relationship Development
- Interpersonal Skills
- Accuracy Checking
Job areas
- Finance & Accounting
- Sales
- Customer Service & Support