Financial Advisor
Full-time
Gratitude Jobs Ahead HR Inc
Description - Assess clients' financial needs and develop personalized financial plans.
- Provide expert advice on investments, estate planning, and tax strategies.
- Monitor clients' financial portfolios and adjust strategies as needed.
- Build and maintain strong relationships with clients to ensure long-term success.
- Stay informed about market trends and changes in financial regulations.
Requirements
- Educational Qualifications: Bachelor’s degree in Finance, Accounting, or a related field
- Experience Level: 3–5 years of experience in financial advisory or related field
- Skills and Competencies: Strong analytical skills and attention to detail
- Qualities and Traits: Excellent communication and interpersonal skills
- Responsibilities and Duties: Ability to develop comprehensive financial strategies
- Working Conditions: Standard office environment with potential client meetings
Respond to the following Pre-screening Notes and forward CV to ****
• How many years of relevant experience you have in US/UK banking and collections experience?
• Do you have Leadership experience in UK collections/recoveries?
•. Rate your Proficiency in undertaking complex financial support, litigation and receivership activities., from 1-10, 10 is the highest.
• Do you have Exposure to UK banking or collections experience in other verticals?
• How much is your last drawn salary?
• How much is your salary expectation?
• Are you amenable to work onsite in QC with a Shifting schedules?
• When are you available to start once hired?
Vacancy posted more than 2 months ago
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