Engage with clients to understand financial needs and goals. Provide expert advice on financial products and strategies. Develop and maintain relationships with clients. Create personalized financial plans.
Responsible for providing expert advice to clients on financial solutions.
Responsibilities:
Engage with clients to understand financial needs and goals.
Provide expert advice on financial products and strategies.
Develop and maintain relationships with clients.
Create personalized financial plans.
Qualifications:
Bachelors degree in Finance, Business Administration, or related field.
2+ years of experience in financial consulting.
Strong understanding of financial products and strategies.
Benefits:
Competitive salary with performance-based incentives.
Comprehensive training and professional development.