We are seeking a detail-oriented, client-focused professional to join our team as a Junior Financial Advisor / Client Service Associate. In this role, you will support the Senior Financial Advisor by gathering and analyzing client information, preparing financial plans and reports, and helping deliver a high level of service throughout the client relationship. This is an excellent opportunity for someone interested in building a long-term career in financial services while gaining experience in both financial planning and client service. Key Responsibilities Assist in gathering, reviewing, and organizing client financial information to support the preparation of financial plans and recommendations. Prepare client reports, forms, and supporti