We are seeking financial advisors to join our team, focusing on assisting clients with portfolio allocation, tax planning, and overall financial strategy. Advisors will work closely with clients to ensure their portfolios align with their risk tolerance and financial goals. The role includes onboarding new clients, providing ongoing advice, and maintaining strong client relationships.

Key Responsibilities

• Advise clients on initial portfolio allocation, primarily focusing on ETFs and aligning with their financial goals and risk tolerance.

Tax Planning

• Provide clients with basic to intermediate tax advice, leveraging a comprehensive knowledge base, and ensure compliance with local regulations.

Client Onboarding & Activation

• Act as the first point of contact for new clients, guiding them through the onboarding process and ensuring a smooth transition into our platform.

Proactive Client Manage...