Job Description

We are looking for a qualified professional to support clients with personalized financial planning, investment solutions, and insurance-based protection strategies.

Responsibilities

  • Assist clients with financial and insurance planning
  • Support investment professionals in strengthening client relationships
  • Prepare and review financial plans with high accuracy

Qualifications

  • Bachelor’s degree in Finance or related field
  • 5+ years of experience in financial services
  • Strong knowledge of investments and insurance
  • Excellent interpersonal and communication skills

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