Job Description

We are seeking a knowledgeable and client-focused Financial Consultant to provide expert financial advice and investment strategies tailored to individual and business needs. The ideal candidate will analyze clients’ financial situations, recommend suitable financial plans, and help them achieve short- and long-term financial goals.

Key Responsibilities:

• Assess clients' financial status, needs, goals, and risk tolerance

• Develop and recommend personalized financial plans, including budgeting, retirement planning, insurance, and investment strategies

• Guide clients in making informed investment decisions based on financial market trends

• Maintain long-term relationships with clients and regularly review and update their financial plans

• Advise clients on tax planning, estate planning, and debt management

• Ensure compliance with industry regulations and company policies

• Collaborate with internal teams like investment analysts, tax professionals, and legal advisors

• Provide regular reports on portfolio performance and financial forecasts

• Conduct financial seminars or workshops to attract new clients