How you'll role

As a Financial Advisor, you will be responsible for providing clients with sound financial guidance and strategies to meet their individual needs. This role is ideal for self-driven individuals with a passion for sales and client interactions. Your work will be instrumental in helping clients navigate their financial journeys and reach desired outcomes, making a significant impact both personally and professionally.

What you'll do

• Advise clients on financial planning, wealth management, and investment strategies

• Build and maintain strong client relationships through effective communication

• Conduct thorough financial needs assessments for clients

• Stay updated on financial products and market trends to provide informed recommendations

• Meet sales targets and achieve KPIs through proactive client engagement