Senior Financial Advisor
2 weeks ago
Key Responsibilities:
- Develop and maintain strong relationships with customers to understand their financial needs and goals.
- Provide expert advice and guidance on financial products and services to help customers achieve their objectives.
- Build and implement comprehensive financial plans that meet the unique needs of each customer.
- Identify and pursue opportunities to grow the business and increase revenue.
Requirements:
- Proven ability to build and maintain strong customer relationships.
- Strong understanding of financial products and services, including investments and borrowing solutions.
- Ability to meet and exceed sales targets in a fast-paced environment.
- Relevant certifications and licenses, such as a Mutual Funds license and CIFP Diploma.
What We Offer:
- A competitive compensation and benefits package.
- A collaborative and innovative work environment.
- Opportunities for professional growth and development.
- A commitment to diversity and inclusion.
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