Financial Advisor
Confidential
Job Description
The ideal candidate will deliver personalized financial solutions to help clients work toward their long-term financial goals.
Responsibilities
-Make and meet a list of prospects to discuss incomes, expenses, and financial objectives to be able to develop a financial plan.
-Walk clients through the process of investment and answer any concerns they might have by providing sound financial strategies.
-Manage clients’ portfolio
-Establish clients’ database
Qualifications
-Bachelor’s Degree in any field, preferably in finance and marketing
-With or without sales experience
-Strong will to learn and be trained
-Excellent interpersonal skills
What’s in it For You?
-Performance-based incentives
-Travel opportunities(local and international)
-Premier awards and recognitions
-Work part-time
Interested? Apply Now!
Uri ng trabaho
Part-time