Financial Solutions Expert
14 hours ago
The ideal candidate will deliver bespoke investment solutions to help clients work toward their long-term financial goals.
A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary objectives.
- Meet individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets
- Offer strategic advice on products and services, such as investments, insurance coverage, and debt management tools
- Perform market research to stay current with financial trends
- Prepare financial documents, such as income projections and investment reports
- Maintain compliance with all rules and regulations in the financial industry
Qualifications:
- Bachelor's Degree Graduate
- At least 1 year work experience in any field
- Fresh graduates are welcome to apply
- Strong people skills with an established network
- Ability to use computer programs like MS PowerPoint, Excel, Outlook, and Word
- Strong communication skills, trainable and coachable, results-oriented, self-driven, and with a passion for success
- Has the desire to help Filipino families plan for the future
Finance and Sales
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