Job Description

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 financial goals.

Responsibilities:

• 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
• Familiarity with investment products and services
• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills

Company Description

We are a well established organization with $600B AUM. We represent A rated Insurance and Investment products only, working always in the best interest of our customers.

Company Description

We are a well established organization with $600B AUM. We represent A rated Insurance and Investment products only, working always in the best interest of our customers.