detail-oriented Financial Advisor Assistant to support our client's team of Financial Advisors in providing providing superior financial planning and investment advice to clients. The ideal candidate will have strong clients achieve their financial goals. Key Responsibilities: - Assist Financial Advisors in preparing presentations - Conduct research and analysis on financial products, markets, and investment opportunities in a timely manner - Support Financial Advisors in developing financial plans and investment strategies
assisting with all financial and operational audits, conducting in-depth analysis of financial data, and preparing executing financial and operational audits - Perform detailed testing and analysis of financial data - Prepare