Junior Financial Advisor
Job Description
Responsibilities :
Assist senior financial advisors in assessing clients’ overall financial picture
Research available products and services in the marketplace
Identify clients’ needs and help develop financial plans
Provide support during client meetings and presentations
Prepare financial reports and documents
Stay updated on industry trends and market research
Requirements
Bachelor’s degree in Finance or a related field
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work as part of a team
Proficiency in financial modeling and data analysis
Knowledge of investment options and financial products
Experience with financial planning software is a plus
Ability to learn quickly and adapt to new technologies
Our client is offering a highly competitive salary for this role based on experience.
Benefits
RPO is a Specialist Recruitment Agency that provides candidates and clients with unique recruitment solutions tailored to their needs. We focus on helping you reach your personal and professional goals by connecting you to your perfect career path.
