| Type: | Full Time |
|---|
Supports Wealth Strategists in developing and preparing existing and prospective clients' financial plans, analysis, and models, which may encompass investment, retirement, estate, gift, and tax planning, and risk management. Reviews, analyzes and flowcharts estate planning documents and drafts initial financial projections. Assists in the coordination of client workshops to provide financial advisory expertise to internal sales team and existing clients. Executes and delivers on special projects as needed. Assists with marketing efforts through preparation of presentations to facilitate securing current and future business and to build credibility in the local market place. Reviews communication materials for updates on product and service offerings, policy and procedure changes, as well as personnel and risk management updates.
Qualifications:
Required:
1+ year experience in investment or financial services industry in a sales support or analyst role
Strong knowledge of financial markets
Highly organized with a strong attention to detail
For details, please find job posting:
www.investmentbankcareer.com/iba....php
Qualifications:
Required:
1+ year experience in investment or financial services industry in a sales support or analyst role
Strong knowledge of financial markets
Highly organized with a strong attention to detail
For details, please find job posting:
www.investmentbankcareer.com/iba....php
