FINANCIAL ADVISOR

SUMMARY:
Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. POSITION INFO:
A national new generation independent financial planning business is looking for a Financial Advisor to join the team. Qualification: 

• Minimum bachelor’s degree in financial planning or similar.
• Regulatory Examination 5 for representatives.
• CERTIFIED FINANCIAL PLANNER® Professional will be added advantage.

Experience :

• Minimum 5 Years in financial advisory role.

Key Responsibilities :

• Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.
• Investment Management: Recommend suitable investment strategies and products based on the client's risk tolera...