Job Title: Financial Advisor

Job Description:
We are looking for a results-driven and client-focused Financial Advisor to join our team. The ideal candidate will work closely with clients to understand their financial goals, assess their risk tolerance, and provide tailored investment advice. You will be responsible for managing and evaluating client portfolios, recommending suitable financial products, and ensuring alignment with each client’s long-term objectives.

Key Responsibilities:

• Understand and analyze clients’ financial goals, investment targets, and risk appetite

• Provide personalized investment recommendations across a range of products including stocks, bonds, mutual funds, and other securities

• Monitor and assess portfolio performance regularly to ensure alignment with clients’ financial objectives

• Maintain strong client relationships through consistent communication and high-quality service

• Stay updated with market trends, financial products, and investment strategies

Skills & Qualifications:

• Strong sales abilities to attract and retain clients

• Excellent customer service and relationship management skills

• In-depth knowledge of financial instruments, investment planning strategies, and financial software tools

• Ability to communicate complex financial concepts in a simple, client-friendly manner