Description

• Provide financial advice and guidance to clients to help them achieve their financial goals.
• Analyze clients' financial situations and develop customized financial plans.
• Build and maintain strong relationships with clients to ensure high levels of client satisfaction.
• Stay up-to-date with financial markets and products to provide clients with the best advice.
• Conduct regular reviews of clients' financial plans and recommend adjustments as needed.

Requirements

• Educational Qualifications: High School diploma or equivalent
• Experience Level: 0–2 years (entry-level)
• Skills and Competencies: Strong communication and interpersonal skills
• Qualities and Traits: Proactive, detail-oriented, and customer-focused
• Responsibilities and Duties: Ability to explain complex financial concepts in simple terms