FINANCIAL ADVISOR/PLANNER 

Job description 

We are looking for a Financial Adviser to act as an intermediary between our company and customers. You will provide to our clients financial guidance and make recommendations on how to best utilize their money. The ideal candidate will be able to research marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.

This is a fantastic organization with award winning Funds and close to $150 Billion in managed assets worldwide. 

Responsibilities

- Strategic advice of financial products  

- Assess client’s financial picture, 

- Develop client plan

- Guide clients towards profit decisions 

- Network, generate leads 

- Sell mutual funds

- Keep abreast of new industry’s trends 

- Comply with all industry rules 

Requirements

- Proven experience as a Financial Adviser

- Strong communication skills

- Strong negotiation skills 

- Strong presentation skills

- Excellent PC knowledge 

- Current certificate of qualifications

- (CSC, CIM, or other)

- Degree in Finance or related field