Financial Services Advisor

About the job

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities • Provide financial planning support to clients • Support investment professionals to cultivate client relationships • Prepare financial plans and check their accuracy Qualifications • Bachelor's degree in Finance or related field • 5+ years' of industry experience • Strong understanding of the investment business • Excellent interpersonal skills

Qualifications

• Bachelor's degree in Finance or related field