• You should have a strong understanding of financial planning and investment principles, excellent analytical and problem-solving skills, and the ability to communicate complex financial information in a clear and understandable manner.
• Maintaining accurate records and ensuring compliance with regulatory requirements.
• Participating in business development activities, such as networking events and client referrals, to grow the business.
• Building relationships with clients and assessing their financial needs and goals.
• Analyzing financial data and creating customized financial plans for clients.