Job Description
We are seeking a Financial Advisor to join our team!! You will deliver personalized investment solutions to help clients work toward their long-term goals.
RESPONSIBILITIES:
*Advise clients on investment strategies and other financial decisions
*Assess client's assets, liabilities and overall financial conditions
*Prepare presentations that recommend various financial products
*Review and communicate portfolio performances to clients
*Network and build relationships with new and existing client base
QUALIFICATIONS:
*Previous experience in banking, financing, or other related fields
*Familiarity with investment products and services
*Ability to build rapport with clients
*Strong analytical and critical thinking skills
*Excellent written and verbal communications skills