We are seeking a proactive and client-focused Financial Advisor to join our growing team. This role is ideal for someone passionate about helping individuals and families achieve financial clarity and long-term security.

As a Financial Advisor, you will provide personalized financial guidance, build lasting relationships, and empower clients to make informed decisions about their financial future.

• Build trust-based relationships with clients through active listening and tailored financial advice

• Assess client needs and develop customized financial plans, including budgeting, savings, investments, insurance, and retirement strategies

• Educate clients on financial products and services with clarity and transparency

• Monitor financial plans and adjust strategies based on life changes, market trends, or client goals

• Maintain accurate records and ensure compliance with regulatory standards

• Collaborate with internal teams to deliver seamless client experiences

• Stay updated on financial trends, tools, and best practices

DON’T WORRY, all of these will be learned and taught on our trainings.

• Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field.
• Experience Level: Fresh graduates or students entering the financial advisory field.
• Skills and Competencies: Strong communication and interpersonal skills essential for client interactions.
• Working Conditions: Work from home and can do meetings anywhere
• Qualities and Traits: Proactive, detail-oriented, and trustworthy, with a passion for helping clients achieve financial security.