Personal Financial Adviser
2 weeks ago
The Opportunity
- Join a leading company in the Insurance industry
- Enjoy flexible work arrangements
- Be part of a company with a proven history of success
The Responsibilities
In this role, you will:
- Collaborate with client relationship managers to deliver timely and relevant investment advice
- Conduct financial evaluations
- Create customized financial plans and offer strategic investment guidance
- Cultivate lasting client connections
The Requirements
- High school diploma or equivalent
- Valid driver's license and reliable transportation
- Strong interpersonal abilities
- Skilled in networking and building relationships
- Driven by goals and thrive in dynamic settings
- Effective team player with the ability to interact with various stakeholders
About the Company
Our client is an authorized Controlling Company affiliated with the Recognized Old Mutual Limited Insurance Group
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