As a Financial Advisor, your role is to help clients make smart financial decisions by offering advice on planning, investments, insurance, and other financial solutions. You’ll work closely with clients to understand their goals and create strategies to help them achieve financial security.

Responsibilities

• Client Relationships: Build and maintain relationships, assess client needs, and provide ongoing support.
• Financial Planning: Create tailored financial plans and advise on savings, investments, insurance, and retirement options.
• Sales and Growth: Find new clients, recommend suitable financial products, and meet sales goals.
• Learning and Certification: Stay informed through training, obtain necessary licenses, and keep up with industry trends.

• Bachelor’s degree in any field.
• Strong communication and interpersonal skills.
• Analytical and problem-solving abilities to assess client needs.
• Self-motivated, goal-oriented, and team player.
• Sales experience is a plus but not required (training provided).
• Open to fresh graduates and career shifters passionate about financial security.