Financial Advisor

Certified Financial Planner (CFP) from FPSB is preferred.

Investment Adviser Level 1 & Level 2 (X-A & X-B) by NISM.

Knowledge of mutual funds, securities, and insurance industries.

Experience providing quality financial advice.

Possess strong knowledge of the investment business and strong understanding of financial planning concepts.

Proficient in Office 365 especially Excel and PowerPoint.

Experience in CRM platforms (Zoho Preferred).

Responsibility:

• Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
• Answering client questions about financial plans and strategies and giving financial advice.
• Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
• Analyzing financial data received from clients to develop strategies for meeting clients financial goals.
• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
• Implementing financial plans or referring clients to professionals who can help them.
• Managing and updating client portfolios.
• Contacting clients periodically to discover changes in their financial status.
• Building and maintaining your client base.
• Respond to prospective customer queries about financial planning.
• Monitor client accounts & identify new opportunities.