Financial Advisor

Company Description

The Advisor Hub is a team dedicated to spreading financial literacy and helping individuals minimize financial risks. We are looking for goal-driven professionals to join our team and provide solutions to help individuals achieve financial success.

Role Description

Meet with clients face-to-face or online for consultations on financial planning and investment strategies

Develop a strategize financial plans to help clients achieve their goals

Evaluate and recommend insurance products that are tailored fit to client's goals

Perform policy review to re-asses financial situations and re-strategize

Qualifications

• Willingness to learn
• Goal-driven
• Process and System oriented
• You need to have means to work remotely