Job Description:
Provide personalized financial advice and investment recommendations to clients based on their financial goals and risk tolerance.
Develop comprehensive financial plans, including retirement planning, investment strategies, and estate planning.
Monitor and review client portfolios and recommend adjustments as needed.
Educate clients on financial products, services, and market trends.
Build and maintain relationships with clients to ensure long-term satisfaction and loyalty.
Job Requirements:
Bachelor’s degree in Finance, Business, or related field.
Certified Financial Planner (CFP) designation preferred.
Strong knowledge of financial markets, investment products, and tax regulations.
Excellent interpersonal and communication skills.
Integrity, ethics, and professionalism.
Job Features
| Job Category | Operations |