Job Description
lt p gt lt strong gt financial advisors lt /strong gt work closely with clients to understand their financial situation, goals, risk tolerance, and time horizon. based on this information, they develop personalized financial plans and investment strategies to help clients meet their objectives. they regularly review and adjust these plans as needed to ensure they remain aligned with the client s goals and changing circumstances. lt /p gt lt p gt lt br gt lt /p gt lt p gt lt strong gt requirements lt /strong gt lt /p gt lt ul gt lt li gt bachelor s degree in finance or related field. lt /li gt lt li gt 3 years of experience in financial planning or related roles. lt /li gt lt li gt strong analytical, communication, and interpersonal skills. lt /li gt lt li gt compliance with regulatory requirements and ethical standards. lt /li gt lt li gt proficiency in financial planning software and crm systems. lt /li gt lt li gt lt strong gt must have a valid permit to work in australia/canada or must be ready to secure one. lt /strong gt lt /li gt lt /ul gt lt p gt lt br gt lt /p gt lt p gt lt strong gt job duties/responsibilities lt /strong gt lt /p gt lt ul gt lt li gt conduct financial assessments and develop personalized financial plans for clients. lt /li gt lt li gt monitor and review clients financial situations regularly and make necessary adjustments. lt /li gt lt li gt provide ongoing financial education and guidance to clients. lt /li gt lt li gt recommend and manage investment products and services. lt /li gt lt li gt assist clients with insurance planning and estate planning. lt /li gt lt li gt collaborate with other professionals and stay updated on industry trends. lt /li gt lt /ul gt lt p gt lt br gt lt /p gt lt p gt interested candidates can reach me on the numbers given below for further discussion and send their updated resumes to email id or contact lt /p gt lt p gt lt br gt lt /p gt lt p gt lt strong gt 0265-6193131 lt /strong gt lt /p gt lt p gt lt strong gt leads.baroda apexvisas.com lt /strong gt lt /p gt
