Financial Advisor

highly motivated and results-driven individual

Key Responsibilities

• Develop and maintain strong relationships with clients, understanding their financial goals and risk appetite.
• Conduct in-depth financial assessments and create tailored financial plans.
• Offer expert guidance on investments, insurance, retirement, and estate planning.
• Review and optimize client portfolios to align with market trends and individual objectives.
• Stay up to date on financial markets, regulations, and economic shifts.
• Actively engage in networking, referrals, and community outreach to attract new clients.
• Present comprehensive financial plans and investment strategies clearly and confidently.
• Uphold compliance with all relevant regulations and ethical practices.
• Collaborate with attorneys, accountants, and other professionals to provide holistic solutions.
• Commit to continuous learning and development within the financial domain.

Eligibility Criteria

• Bachelor's degree in

  Finance, Economics, Business Administration

  , or a related field (preferred).
• 35 years of proven success in financial advisory or related services.
• Strong grasp of

  investment strategies, financial planning, and market analysis

  .
• Excellent

  communication, interpersonal, and presentation

  skills.
• A proactive, business-minded attitude with focus on results.
• Commitment to

  exceptional client service

  and ethical conduct.
• Self-driven and capable of balancing multiple client relationships part-time.