Financial Advisor

As a Financial Advisor at Family Crest, your role involves providing financial planning and advisory services to clients. This includes managing investment portfolios, offering retirement planning guidance, and developing tailored strategies to help clients achieve their financial goals. You will work closely with clients to understand their needs and provide expert financial advice. Key Responsibilities: - Provide financial planning and advisory services to clients - Manage investment portfolios effectively - Offer retirement planning guidance - Develop tailored strategies to help clients achieve financial goals - Work closely with clients to understand their financial needs - Utilize your expertise in finance and investments to provide valuable advice - Use strong analytical and problem-solving skills to address client concerns - Demonstrate excellent communication and interpersonal skills in client interactions - Work both independently and as part of a team to deliver high-quality service Qualifications: - Possess financial planning and retirement planning skills - Have expertise in finance and investments - Demonstrate experience in providing financial advisory services - Exhibit strong analytical and problem-solving skills - Showcase excellent communication and interpersonal skills - Be able to work independently and as part of a team - Hold a Bachelor's degree in Finance, Economics, or a related field - Possess a relevant certification such as CFP or CFA (preferred),