Financial Services Professional
5 days ago
We are seeking a highly skilled and experienced Financial Advisor to join our team at Jobot. As a Financial Advisor, you will be responsible for providing expert financial guidance and support to our diverse clientele.
Key Responsibilities- Develop comprehensive financial plans to help clients achieve their long-term financial goals.
- Provide strategic advice across a variety of financial products and services, including debt management, cash management, insurance coverage, and investments.
- Assess the client's overall financial picture, understand their needs, and develop a robust financial plan.
- Guide clients towards a profitable and secure financial decision.
- Cultivate a strong client base and build win-win relationships.
- Network and generate leads to meet sales quotas.
- Implement effective strategies for acquiring and retaining clients.
- Stay up-to-date with industry trends and research market data to inform financial consulting.
- Oversee the course of the financial plan and update it as necessary to ensure optimal results.
- Comply with all industry regulations and best practices.
- Liaise with providers, solicitors, and other professionals to progress transactions to a successful conclusion.
- Proven working experience as a Financial Advisor, Planner, or relevant experience (2+ years required).
- Track record of successful financial guidance.
- Ability to analyze market data and provide data-driven advice.
- Proficient in MS Office, with the ability to produce clear reports and presentations.
- Strong ethics and a customer-centric attitude.
- Outstanding problem-solving skills and excellent communication skills.
- Attention to detail and strong analytical thinking.
- Professional certification such as CFP (Certified Financial Planner) is a strong advantage.
- A degree in finance, economics, or a related field is required. A Master's degree or higher is preferred.
- Deep understanding of the financial planning process and the ability to handle complex financial planning issues.
- Strong sales experience, with a proven track record of achieving sales targets.
- Comprehensive knowledge of financial planning, wealth management, risk management, retirement planning, financial analysis, insurance planning, asset management, and portfolio management.
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