Job Summary

Provide tailored financial advice and develop strategies to help clients meet short- and long-term financial objectives. Build and maintain client relationships while monitoring portfolios and market conditions.

Number of Positions

1

Main Duties

• Meet with clients to assess financial needs, objectives, risk tolerance, and current financial situation.
• Develop personalized financial plans and investment strategies based on client goals and market analysis.
• Recommend financial products and services, such as investment vehicles, retirement plans, insurance, and tax-efficient strategies.
• Monitor client portfolios, review performance, and adjust recommendations in response to market changes or life events.
• Prepare and maintain accurate client records, documentation, and compliance-related files.
• Stay informed of economic trends, regulatory changes, and new financial p...