📍 Location: Remote
🕒 Job Type: Full-Time
🏢 Department: Finance / Wealth Management
📑 Reports to: Senior Financial Advisor / Finance Manager

About the Role

We are looking for a knowledgeable and client-focused Financial Advisor to join our team. The ideal candidate will provide personalized financial guidance, investment strategies, and wealth management solutions to help clients achieve their financial goals. This role requires excellent interpersonal skills, deep knowledge of financial products, and the ability to build long-term relationships based on trust and expertise.

Key Responsibilities

• Meet with clients to understand their financial needs, goals, and risk tolerance.
• Develop customized financial plans and investment strategies.
• Provide guidance on retirement planning, insurance, tax strategies, and estate planning.
• Recommend and monitor investments such as stocks, bonds, mutual funds, and other financial products.
• Stay updated on market trends, financial regulations, and investment opportunities.
• Conduct portfolio reviews and adjust strategies as client needs or market conditions change.
• Build and maintain strong client relationships to ensure long-term trust and satisfaction.
• Collaborate with internal teams and external partners (e.g., tax advisors, attorneys) for holistic client solutions.
• Ensure compliance with industry regulations and company policies.

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, Accounting, or a related field.
• Proven experience (2–5+ years) as a Financial Advisor, Wealth Manager, or similar role.
• Strong understanding of investment products, financial planning principles, and market analysis.
• Proficiency in MS Office, financial planning tools, and CRM systems.
• Excellent communication, negotiation, and relationship-building skills.
• Analytical mindset with strong problem-solving abilities.
• Ability to explain complex financial concepts in a clear, client-friendly manner.

Preferred Qualifications

• Professional certifications such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or CPA.
• Experience in insurance advisory, retirement planning, or estate planning.
• Knowledge of financial software platforms (e.g., eMoney, Morningstar, Bloomberg).
• Proven track record of meeting sales or advisory targets.

✨ If you are passionate about helping clients achieve financial freedom and are driven by results, we’d love to hear from you.

📩 How to Apply: Please submit your resume and a brief cover letter highlighting your advisory experience and achievements.