Financial Advisor

4 months ago

Surabaya, Indonesia JagaKeuangan.com Full time

We are looking for a dedicated and knowledgeable individual to join our team as a Financial Advisor. In this role, you will provide expert financial planning and advisory services to help clients achieve their financial goals and secure their financial future.

Responsibilities
- Conduct comprehensive financial assessments to understand clients’ financial goals, risk tolerance, and investment preferences.
- Develop and implement tailored financial plans that encompass investment strategies, retirement planning, tax optimization, and risk management.
- Educate clients on financial products and services, including insurance, investment options, and estate planning.
- Monitor and review clients' financial plans and portfolios, making adjustments as needed to align with changing goals or market conditions.
- Build and maintain strong client relationships through regular meetings, updates, and ongoing support.
- Stay informed about industry trends, economic developments, and regulatory changes to provide up-to-date advice.
- Achieve performance targets and business development goals through proactive client acquisition and retention strategies.
- Experience: Proven experience in financial planning, investment advising, or related financial services.
- Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Certification: Relevant certifications such as CFP (Certified Financial Planner) are preferred.
- Skills: Strong analytical, communication, and interpersonal skills.
- Knowledge: Deep understanding of financial products, market trends, and regulatory requirements.

"Waspada terhadap Modus Penipuan pada saat proses interview. Perusahaan tidak akan memungut biaya apapun dalam melakukan proses interview. Mohon segera melaporkan ke kami, jika pada saat Anda diundang untuk interview dan diminta untuk melakukan pembayaran dengan sejumlah uang."

"Please be aware of the Fraud Company. The company will never be collecting any payment in the process of interview. Please immediately report to us if there's any companies that collecting payment to the Jobseekers."

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