Use financial analysis and planning skills as an onsite Financial Advisor serving clients at the physical location. English communication is required for this position.
This Financial Advisor role requires a bachelor’s degree and one to less than two years of experience. You will assess financial records, clarify client objectives, and develop plans. Recommendations cover cash management, insurance coverage, investment planning, retirement planning, and estate planning.
Key Responsibilities:
- Identify clients’ financial goals and objectives
- Analyze clients’ financial records
- Develop financial plans for clients
- Recommend cash management and insurance coverage strategies
- Arrange sales of financial products and investments
Requirements:
- Bachelor’s degree
- One to less than two years of experience
- English language proficiency
- Availability to work at the physical location
Apply financial planning, investment, and client analysis skills while advising clients onsite about their financial objectives.