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Financial Advisory Associate
3 months ago
Smart Hub Insurance is in search of a skilled Financial Planning Associate. The successful candidate will possess a Bachelor's degree and have between 1 to 2 years of relevant experience in the field of financial planning.
Key Responsibilities:- Assess clients' financial aspirations and objectives
- Oversee junior staff members
- Evaluate clients' financial documentation
- Create customized financial strategies
- Offer guidance on cash flow management, insurance options, investment strategies, retirement planning, and estate management
- Facilitate the distribution of financial products and investment opportunities
- Manage various trust accounts and trust-related investments
- Bachelor's degree in a relevant field
- 1-2 years of industry experience
- Proficient in MS Office applications
- Specialization in financial planning
This is a full-time, permanent role emphasizing sustainability in business practices. The position demands a fast-paced approach with strict deadlines, suitable for individuals who are meticulous, reliable, and possess strong interpersonal abilities. Candidates who align with these qualifications are encouraged to consider this opportunity.
