• Analyze financial data and develop personalized financial plans for clients.
• Help clients set, manage, and achieve their financial goals.
• Build and maintain strong, long-term client relationships.
• Stay updated with the latest financial market trends, products, and government regulations.

Qualifications / Requirements

• Associate or bachelor’s Degree holder (any course welcome).
• Willing to undergo training and take the government licensing exam.
• Sales or marketing experience is an advantage but not required.
• Open to part-timers and career shifters.