Job Description

We are seeking a Financial Advisor Associate to join our team! You will deliver personalized financial solutions to help clients work toward their long-term financial goals.

RESPONSIBILITIES:

• Build a client base book of business
• Be comfortable with constant high activity
• Advise clients on investment strategies and other financial decisions
• Assess clients' 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
• Previous experience in sales desired 1-2 years
• Familiarity with investment products and services
• Familiarity with tax saving strategies
• Ability to understand financial statements
• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills

EDUCATION:

• Bachelor's degree or working towards degree

Company Description

Providing professional financial and tax services to clients across the globe. From strategic planning to innovative solutions our focus is always on building an efficient and results-driven relationship. We work business owners and high net-worth individuals. Get in touch to learn more.