Your primary role will be to assist financial advisors in the preparation and development of comprehensive financial and investment plans and other client deliverables by analyzing client data, identifying areas of risk or strength in relation to a client’s needs and goals, and updating preliminary planning documents as requested or required by the receipt of updated client information.   The role requires proficiency in financial planning software and tools (such as RightCapital and Holistaplan), as well as standard office software (specifically including Excel at an advanced level), Word, PowerPoint, Adobe, Outlook & Zoom.   This role requires a self-starter with exceptional attention to detail and organizational skills, excellent