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Financial Advisor
3 months ago
Essential Qualifications:
- Education: Bachelor's degree in Finance or related field
- Experience: 1 to 2 years in a financial advisory role
- Financial services firm
- Assess clients' financial aspirations and needs
- Review and interpret clients' financial documentation
- Create tailored financial strategies for clients
- Provide guidance on cash flow management, insurance options, investment strategies, retirement planning, and estate management
- Proficient in MS Office Suite
- Financial advisory
- Asset management
- Accounting principles
- Dynamic and fast-paced setting
- Ability to perform under pressure
- Meeting strict deadlines
- Strong attention to detail
- Precision-oriented
- Reliable
- Strong interpersonal skills
- Awareness of interpersonal dynamics
- Highly organized
- Collaborative team member
- Thoroughness in work
- Comprehensive dental coverage
- Vision care options
- Opportunities for team development
- Parking facilities available
- Permanent position
- Work Language: English
- Standard work hours: 40 hours per week