We are currently looking to recruit a Senior Financial Advisor for our highly established client in the finance industry. The role offers an impressive base salary and commission structure.
The senior financial advisor assumes corporate responsibilities such as addressing strategic financial issues, leading projects, executing corporate budgetary control, and contributing to policy, guidelines, processes, and tools development.
Responsibilities :
* Reviewing account statements and preparing reports on activity for clients
* Preparing client tax returns
* Reviewing financial statements from investment firms to ensure accuracy and compliance with regulations
* Estimating how much income a client will receive from an investment over time, based on interest rates, dividends, and other factors
* Recommending new financial products or services to meet client's needs
* Provide clients with financial planning services such as creating a budget or developing a retirement plan
* Help clients invest their money in stocks, bonds, mutual funds, or other securities, while ensuring that they are within their risk tolerance level
* Provide financial advice regarding taxes, insurance policies, home purchases, student loans, and other areas where financial expertise is needed
Requirements :
* 3-5 yrs experience
* proven track record working with clients
* Good working knowledge of financial products
* Excellent communication and interpersonal skills and self motivated