Responsibilities: 1. Analyze financial data and develop financial plans for clients 2. Prepare financial reports and presentations for clients 3. Participate in meetings with clients to discuss and review financial plans 4. Research and analyze financial markets and investments 5. Monitor client portfolios and make recommendations for changes 6. Develop and implement strategies to maximize returns and minimize risk Requirements: 1. Bachelor’s degree in finance, economics, or a related field 2. Strong analytical skills 3. Excellent communication and interpersonal skills 4. Ability to work independently and as part of a team 5. Knowledge of financial planning software and tools Preferred Skills: 1. Experience in financial planning or analysis 2. Understanding of financial regulations and compliance 3. Knowledge of accounting principles and financial statement analysis 4. Proficiency in Microsoft Office suite, especially Excel 5. Ability to work under pressure and meet tight deadlines