• Provide personalized financial advice to clients.
• Conduct thorough financial assessments and develop tailored strategies.
• Educate clients on investment options and retirement planning.
• Stay updated on financial regulations and market trends.
• Offer ongoing support and adjustments to financial plans as needed.
• Build and maintain strong client relationships.

Requirements:

• Educational Qualifications: High/Senior High School diploma required.
• Experience Level: No prior experience required; training will be provided.
• Skills and Competencies: Strong financial consultation and management consulting skills, excellent presenting abilities, and effective communication.
• Working Conditions: Flexible part-time hours, with the option for remote work.
• Qualities and Traits: High integrity, trustworthiness, and a client-focused attitude.