Financial advisor

Company Description

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Role Description

This is a full-time on-site role for a Financial Advisor, located in Chunchura. The Financial Advisor will be responsible for providing clients with tailored financial advice, assisting them with financial planning, retirement planning, and investment strategies. This role includes evaluating clients’ financial needs, creating comprehensive plans, monitoring financial outcomes, and maintaining long-term relationships to help clients achieve their financial goals.

Qualifications

Expertise in Financial Planning and Retirement Planning

Strong knowledge of Finance and Investments

Experience in Financial Advisory

Excellent interpersonal and communication skills for client interaction

Problem-solving ability with attention to detail

Relevant certification or qualifications in finance, economics, or related fields

Proficiency in financial analysis tools and software is a plus