Mutual Fund Advisor

As a Mutual Fund Advisor, you will be joining a dynamic financial advisory team. Your primary responsibility will be to provide expert investment guidance to clients. This involves assessing their financial objectives, recommending suitable mutual fund products and portfolio strategies, and monitoring market trends to advise on investment opportunities. Building and maintaining long-term client relationships through regular portfolio reviews and ensuring compliance with regulatory standards and company policies will be crucial. Additionally, you will educate clients on different types of mutual funds and prepare detailed investment proposals and reports. Staying updated with the latest developments in mutual funds and collaborating with internal teams for a seamless client experience will also be part of your responsibilities. Key Responsibilities: - Assess clients" financial objectives, risk appetite, and investment needs. - Recommend suitable mutual fund products and portfolio strategies. - Monitor market trends, fund performance, and economic indicators to advise clients on investment opportunities. - Build and maintain long-term client relationships through regular portfolio reviews and proactive communication. - Ensure all recommendations comply with regulatory standards and company policies. - Educate clients about different types of mutual funds, fee structures, and performance metrics. - Prepare and present detailed investment proposals and reports. - Stay updated with the latest developments in mutual funds, securities regulations, and financial planning practices. - Collaborate with internal teams such as research, compliance, and client servicing to ensure a seamless client experience. - Meet or exceed assigned sales and client retention targets. Required Qualifications: - Bachelors degree in Finance, Economics, Business Administration. - 2+ years of experience in financial advising, investment sales, or wealth management preferred. - Strong understanding of mutual funds and asset allocation. As a full-time Mutual Fund Advisor, you will also receive health insurance benefits. Your work schedule will be during the day shift, and the work location will be in person.,