Financial Advisor
Skills
Build Strong RelationshipsCustomer Relationship ManagementFinanceFinancial AdvisoryFinancial PlanningFinancial ServicesRegulatory Compliance
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Proven experience as a financial planner
- Ability to analyze financial information and comply with regulations
- Proficiency in MS Office and CRM systems
- Strong ethics and customer-oriented attitude
- Outstanding communication skills and ability to foster long-term relationships
- Diploma in Financial Services
Nice to have
- Industry experience
- Interpersonal skills
- Ambition
Day to day
- Supporting experienced Financial Advisors in meeting clients' financial goals
- Providing sound financial plans and recommendations to clients
- Generating new business and building strong relationships with clients and introducers