• Provide expert financial consulting services to clients, understanding their financial needs and goals.
• Develop and present financial plans and solutions tailored to individual client circumstances.
• Participate in ongoing training programs to enhance financial knowledge and consulting skills.
• Establish and maintain strong client relationships through effective communication and follow-up.
• Work collaboratively with team members to achieve mutual goals and objectives in a professional environment.

Requirements

• Educational Qualifications: Graduate of any 4-year degree program.
• Experience Level: Entry-level, no prior experience required.
• Skills and Competencies: Good communication skills, basic presentation skills, coachable, goal-oriented, and professional demeanor.
• Qualities and Traits: Strong interpersonal skills and the ability to work well in a team environment.
• Responsibilities and Duties: Must be willing to learn and adapt to new financial consulting methodologies and practices