Financial Advisors work directly with individuals or businesses to provide personalized financial advice and planning. They help clients make informed decisions about investments, retirement planning, tax strategies, estate planning, and insurance.
- Financial Planning: Develop comprehensive financial plans based on clients goals, risk tolerance, and financial situations.
Investment Advice
: Recommend and manage investment portfolios tailored to clients needs and objectives.Client Relationship Management
: Build and maintain long-term relationships with clients, offering ongoing advice and adjusting plans as needed.Risk Management: Advise on insurance and risk management strategies to protect clients assets.
- Regulatory Compliance: Ensure compliance with financial regulations and industry standards.
Job Type: Full-time
Pay: $3,
- 00 - $4,500.00 per month
Benefits: - Flexible schedule
Professional development
Schedule:Supplemental Pay: Yearly bonus
Work Location: In person
