About the role
Assess clients' assets, liabilities, cash flow, tax status, and financial objectives to develop investment and financial planning solutions Evaluate client financial plans using investment and tax strategies and financial securities knowledge Perform recurring quality control procedures on account activity Ensure trades and money movements with appropriate custodians have taken place Ensure distributions are provided to clients Use appropriate technology to prepare reports, including charts and graphs, illustrating recommendations and solutions for client-specific matters Work with staff at all levels of the firm in a fast-paced, hands-on environment to help drive client success
Requirements Pursuing a bachelor’s degree in finance, mathematics, economics, accounting or related field Strong interest in investments and economics Passion for helping individuals and families reach their financial goals Detail-oriented leader with strong analytical skills Effective written and verbal communication skills #J-18808-Ljbffr