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As a Financial Advisor, you will work within a team to manage client relationships, facilitate comprehensive financial planning, and assist in sourcing and closing prospective clients. Your role includes conducting annual reviews, client interaction for information gathering, and providing financial advice, all while adhering to company compliance standards.

The Trading Analyst will manage the account trading process efficiently and accurately, execute trades, perform tax loss harvesting, generate performance reports, and collaborate with portfolio managers and analysts for portfolio maintenance. The role requires strong analytical skills and proficiency in trading software.

The Financial Advisor will manage client relationships, assist in financial planning, source new clients, and present financial advice. Responsibilities include conducting annual reviews, analyzing investments, and maintaining compliance with company standards.