Job Brief:

We are seeking a highly motivated and skilled Financial Advisor to join our team. The successful candidate will be responsible for providing investment, tax, and financial planning advice to clients. They will help clients achieve their financial goals and manage their investment portfolios. The ideal candidate will have a strong dedication to ethical practices, excellent communication skills, and the ability to work effectively in a team environment.

Responsibilities:

- Meet with clients to review their financial goals and objectives, and develop a comprehensive financial plan
- Conduct risk assessments and provide investment recommendations based on clients' risk tolerance, investment time horizon, and financial circumstances
- Analyze and manage clients' investment portfolios, including stocks, bonds, mutual funds, and other securities
- Stay informed about economic trends, industry changes, and market conditions that may impact clients' investments
- Provide clients with ongoing communication, education, and financial advice
- Assist clients with tax planning, retirement planning, and estate planning
- Ensure compliance with all regulatory requirements and ethical standards

Qualifications:

- Bachelor's degree in finance, accounting, economics, business or related field preferred
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation preferred
- Proven experience as a Financial Advisor or similar role
- In-depth knowledge of financial planning, investment management, and tax planning
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work effectively in a team environment
- Strong dedication to ethical practices

If you are a highly motivated Financial Advisor with a passion for helping clients achieve their financial goals, please submit your resume and cover letter for consideration