• Client Consultation: Meet with clients to understand their financial goals, risk tolerance, and current financial situations.
• Financial Planning: Develop tailored financial strategies, including retirement planning, investment management, insurance needs, and estate planning.
• Market Research: Conduct market analysis to recommend suitable investment opportunities.
• Client Education: Educate clients about financial concepts, products, and strategies to empower informed decision-making.
• Regulatory Compliance: Adhere to financial regulations and ethical standards in all client interactions.

Working Conditions:

• May involve a combination of office work and client meetings.
• Flexible hours, including the possibility of evenings and weekends, to accommodate client schedules.

Education:
No financial education is required. Training will be provided for the qualified candidate.
Note: Resumes without phone numbers or having foreign phone numbers will not be considered.

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