Financial Advisor
FWD Insurance One Obsidian Branch
Job Description
Benefits
Employee Recognition and Rewards
Performance Bonus, Incentives
Insurance Health & Wellness
HMO
Professional Development
Job Training, Mentorship Program
Work-Life Balance
Work from Home
Description
- Provide expert financial advice to clients on investments, protection, and retirement planning.
- Analyze clients' financial situations to develop customized plans.
- Monitor market trends and economic conditions to inform strategies.
- Prepare and present financial reports and recommendations.
- Build and maintain client relationships to ensure continued business.
- Stay updated on financial regulations and compliance standards.
Requirements
- Educational Qualifications: Bachelor's degree.
- Experience Level: No prior experience required; entry-level candidates welcome.
- Skills and Competencies: Strong analytical skills, attention to detail, and proficiency in financial software.
- Responsibilities and Duties: Assist clients with financial planning, budgeting, and investment strategies.
- Working Conditions: Office environment with potential remote work opportunities.
- Qualities and Traits: Excellent communication skills, problem-solving abilities, and a proactive attitude.
Shervin Peji
Senior Financial Wealth PlannerFWD Insurance One Obsidian Branch
Active today
Working Location
Pacific Star Bldg
Posted on 15 August 2025
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FWD Insurance One Obsidian Branch
Unfinanced / Angel
501-1000 Employees
Insurance & Superannuation
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