JOB DESCRIPTION
Junior Financial Advisor
We are looking for a motivated and detail-oriented Junior Financial Advisor to support our senior advisory team in delivering high-quality financial planning services. In this entry-level role, you will assist with client onboarding, data analysis, investment research, and the preparation of financial plans. This is an excellent opportunity for someone starting their career in finance who is eager to learn and grow within the industry.
Key Responsibilities:
- Support senior advisors in client meetings and follow-up tasks
- Prepare reports, financial plans, and investment proposals
- Conduct market and investment research
- Assist with client account management and documentation
- Maintain up-to-date knowledge of financial products and regulations
Qualifications:
- Bachelor’s degree in finance, economics, or a related field
- Strong analytical and communication skills
- Proficiency in Microsoft Excel and financial software
- Interest in pursuing relevant certifications (e.g., CFP®, Series 7/66)
