Financial Advisor

We are seeking a highly motivated and results-driven individual to join our team as a Part-Time Financial Advisor . This hybrid role offers the flexibility to manage your own schedule while helping clients achieve their financial goals.

Key Responsibilities

• Develop and maintain strong relationships with clients, understanding their financial goals and risk appetite.
• Conduct in-depth financial assessments and create tailored financial plans.
• Offer expert guidance on investments, insurance, retirement, and estate planning.
• Review and optimize client portfolios to align with market trends and individual objectives.
• Stay up to date on financial markets, regulations, and economic shifts.
• Actively engage in networking, referrals, and community outreach to attract new clients.
• Present comprehensive financial plans and investment strategies clearly and confidently.
• Uphold compliance with all relevant regulations and ethical practices.
• Collaborate with attorneys, accountants, and other professionals to provide holistic solutions.
• Commit to continuous learning and development within the financial domain.

Eligibility Criteria

Skills Required

investment strategies, Financial Planning, Market Analysis