Job Description

Financial Advisor / Financial Wealth Planner

  • Provide personalized financial planning and investment advice.
  • Assess clients' financial situations and goals.
  • Develop tailored strategies for wealth management.
  • Stay updated on financial regulations and market trends.
  • Build and maintain strong client relationships.
  • Monitor and adjust clients' portfolios as needed.
  • Educate clients on financial products and services.
  • Assist clients in financial planning, provide investment advice, and manage client portfolios.

Qualifications

  • Bachelor's degree in Finance, Business Administration, or related field.
  • No prior experience required; recent graduates encouraged to apply.
  • Strong interpersonal and communication skills; knowledge of wealth management strategies.
  • Analytical mindset, proactive, empathetic, detail-oriented.

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