Financial Advisor

Job Description

We are seeking a motivated and client-focused Financial Advisor to help individuals and businesses in our department achieve their financial goals through personalized financial planning and wealth management solutions. You will build long-term client relationships, assess financial needs, and recommend suitable strategies across insurance, investments, retirement planning, and wealth accumulation.

Key Responsibilities

Conduct comprehensive financial needs analysis for clients.
Develop personalized financial plans and wealth management strategies.
Advise clients on insurance, investment, retirement, estate, and legacy planning solutions.
Build and maintain a portfolio of individual and corporate clients.
Identify new business opportunities through networking, referrals, and prospecting activities.
Manage the full client journey, from consultation and recommendation to implementation and ongoing reviews.
Monitor clients’ financial progress and recommend adjustments when necessary.
Ensure compliance with regulatory requirements and industry standards.
Participate in training, professional development, and company initiatives.
Requirements

Diploma or Degree in any discipline.
Strong interpersonal and communication skills.
Self-motivated with a results-driven mindset.
Ability to build trust and maintain long-term client relationships.
Fresh graduates and career switchers are welcome to apply.
Prior experience in financial services, insurance, banking, or sales is advantageous but not required.