Advisory Services Manager
3 days ago
Our Team
We strive to offer innovative solutions to meet our clients' unique financial needs. This role is ideal for a Senior Financial Advisor who wants to work with a modern, well-capitalized, and professionally staffed insurance advisory.
Your Key Responsibilities
As a Senior Financial Advisor, you will be responsible for providing comprehensive financial planning, retirement planning, investment advice, and financial advisory services to clients. Day-to-day tasks include conducting client consultations, developing financial strategies, maintaining client relationships, and staying updated on financial regulations and market trends.
Required Qualifications
Skills in financial planning and finance.Experience in retirement planning and investments.Proficiency in providing financial advisory services.Excellent interpersonal and communication skills.Ability to work independently and as part of a team.Relevant qualifications in finance, economics, or related field.Professional certification (e.g., CFP, CFA) is a plus.Experience in the insurance industry is beneficial.-
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