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Financial Advisor

Salary undisclosed

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Description:

The ideal candidate will deliver personalized investment and insurance solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and building lasting relationships with clients.

Responsibilities

  • Provide financial planning support to clients to guide them through the various stages of their financial life.
  • To provide relevant investment updates and rebalancing of an investment portfolio of clients from time to time.
  • To cultivate long-term client relationships
  • Prepare financial plans and check their accuracy

Qualifications

  • Bachelor's degree in Finance or a related field
  • Strong understanding of the investment business
  • Excellent interpersonal skills