Financial Services Advisor
10 hours ago
At The QTI Group, we are seeking a highly skilled and motivated Associate Financial Advisor to join our team. As a key member of our financial advisory practice, you will play a vital role in delivering exceptional client experiences and helping our clients achieve their financial goals.
Key Responsibilities:
- Identify and engage with clients to develop personalized financial plans
- Conduct thorough case analysis and create tailored recommendations
- Prepare for and participate in client meetings, presenting financial plans and recommendations
- Communicate regularly with clients, maintaining accurate records and monitoring their financial progress
- Stay up-to-date with market trends and economic developments to inform strategic decisions
- Assess clients' risk tolerance, goals, and timeframes to provide informed recommendations
- Develop and deliver product solutions to help clients achieve their financial objectives
- Execute trades and transactions on behalf of clients, ensuring alignment with their financial plans
- Collaborate with our team to drive quality improvements and stay ahead of industry developments
Requirements:
- Bachelor's degree in Business Administration, Finance, or a related field
- At least 2 years of experience in a financial advisory role or similar
- Strong written and verbal communication skills
- Demonstrated analytical and problem-solving skills
- A positive attitude and willingness to learn, with a strong team dynamic
We offer a competitive salary, bonus opportunities, and a comprehensive benefits package. If you are a motivated and detail-oriented professional looking to make a meaningful impact in the financial services industry, we encourage you to apply.
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