Junior Financial Advisor
Core
Junior Financial Advisor supporting established advisors in client service and financial planning.
Role type
Junior Financial Advisor
Builds
Client financial plans and reports
Domain
Financial Planning
Deliverable
client delivery
Required skills
Financial data gathering, Market research, Financial product analysis, Report preparation, Presentation creation, Regulatory compliance awareness
Preferred skills
Microsoft Office Suite, Financial planning software
Responsibilities
Gather client information and financial data, Conduct market research and analyze financial products, Prepare financial reports and presentations, Assist senior advisors with client meetings and plan implementation, Stay up-to-date on industry trends and regulations
Seniority
Junior, entry-level IC
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