Mutual Fund Advisor

As a Mutual Fund Advisor at our company, you will play a crucial role in providing expert investment guidance to clients, helping them select suitable mutual fund products that align with their financial goals, risk tolerance, and investment timeframes. Key Responsibilities: - Assess clients' financial objectives, risk appetite, and investment needs. - Recommend appropriate 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 various 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: - Bachelor's degree in Finance, Economics, or Business Administration. - 2+ years of experience in financial advising, investment sales, or wealth management preferred. - Strong understanding of mutual funds and asset allocation. In addition to the above, our company offers health insurance benefits for this full-time position with day shift schedule. The work location is in person. As a Mutual Fund Advisor at our company, you will play a crucial role in providing expert investment guidance to clients, helping them select suitable mutual fund products that align with their financial goals, risk tolerance, and investment timeframes. Key Responsibilities: - Assess clients' financial objectives, risk appetite, and investment needs. - Recommend appropriate 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 various 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: - Bachelor's degree in Finance, Economics, or Business Administration. - 2+ years of experience in financial advising, investment sales, or wealth management preferred. - Strong understanding of mutual funds and asset allocation. In addition to the above, our company offers health insurance benefits for this full-time position with day shift schedule. The work location is in person.