Job Description

Financial Advisor

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Responsibilities

  • Analyze financial data and create personalized financial plans
  • Help clients set and achieve financial goals
  • Build and maintain client relationships
  • Stay up-to-date with financial market trends and regulations

Job Requirements

  • Associate and Bachelor's degree, graduated from any course.
  • Willing to undergo trainings and licensing exam.
  • While sales & marketing experience is not required, it is considered a plus.

Seniority Level

Not Applicable

Employment Type

Full-time

Job Function

Finance

Industry

Insurance

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