Financial Advisor

About the role

We are seeking a motivated Financial Advisor to join our team and help clients achieve their financial goals. In this role you will provide personalized financial planning and investment advice, while building lasting relationships based on trust and expertise.

Key responsibilities

• Provide financial planning and investment advice to clients.
• Analyze clients' financial situations and develop personalized strategies.
• Monitor clients' investment portfolios and recommend adjustments as needed.
• Educate clients on financial products and services that meet their needs.
• Build and maintain strong client relationships to encourage referrals and repeat business.
• Work independently and collaboratively within a team environment.

Required profile

• Bachelor's degree in Finance, Business, or a related field.
• 0‑2 years of experience (fresh graduate acceptable).
• Excellent communication and interpersonal skills.
• Strong analytical and quantitative abilities.

Required skills

• No specific technical tools mentioned in the posting.