Job Description:
Assess clients’ financial goals, risk tolerance, and investment preferences through comprehensive financial planning.
Develop personalized financial plans, including retirement planning, investment strategies, tax planning, and estate planning.
Provide recommendations on asset allocation, investment products, and insurance coverage.
Monitor and review clients’ financial portfolios and make adjustments as needed.
Educate clients on financial matters and empower them to make informed decisions about their finances.
Job Requirements:
Bachelor’s degree in Finance, Business, or related field.
Certified Financial Planner (CFP) designation.
Proven experience in financial planning or advisory roles.
Strong analytical and problem-solving skills.
Excellent interpersonal and communication abilities.