Financial Advisor

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TYPE OF WORK

Any

SALARY

N/A

HOURS PER WEEK

8

DATE POSTED

Sep 26, 2024

JOB OVERVIEW

Job Description:
The ideal candidate will deliver personalized investment solutions to help clients work towards their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Responsibilities
• Provide financial/investment planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy
• Evaluating their financial situations and recommending suitable financial products and services.

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