Financial Advisor

Found in: beBee S NG - 3 weeks ago


Lagos Mainland, Nigeria CONSOLIDATED HALLMARK INSURANCE Full time

Consolidated Hallmark Insurance is seeking highly motivated and talented individuals to join our team as Financial Advisors. As a Financial Advisor, you will play a crucial role in providing financial advice and guidance to our clients, helping them make informed decisions to secure their financial future.

We are looking for individuals who have a strong background in finance and a passion for helping others achieve their financial goals. You should have excellent interpersonal and communication skills, as well as a deep understanding of financial products and services.

Responsibilities

Build and maintain strong relationships with clients, providing personalized financial advice and solutionsEvaluate clients' financial needs, goals, and risk tolerance to develop customized financial plansRecommend suitable investment strategies and products based on clients' objectives and risk profileMonitor clients' investment portfolios and provide ongoing investment managementStay up-to-date on financial market trends and developments to provide informed adviceConduct regular reviews and assessments of clients' financial plans to ensure they remain on trackCollaborate with other team members and professionals, such as attorneys and accountants, to provide comprehensive financial solutionsBachelor's degree in finance, economics, or a related fieldCertified Financial Planner (CFP) designation preferredProven work experience as a Financial Advisor or similar roleStrong knowledge of financial products, investment strategies, and financial planning techniquesExcellent interpersonal and communication skillsAbility to build and maintain client relationshipsSound judgment and decision-making skillsAttention to detail and strong analytical abilities to assess clients' financial needs and go

 


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