Financial Advisor

Requirements:Must possess a quality communication skills. Must have a BSc or its equivalent in Marketing, Business administration & Management, Banking and Finance, Accounting or any other related Courses. Professional skills is an added advantage Responsibilities:The Financial advisor shall advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. They are also known as a personal financial advisor, financial planner, financial adviser, financial service advisor and investment adviser.
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
Answering client questions about financial plans and strategies and giving financial advice.
Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Implementing financial plans or referring clients to professionals who can help them.
Managing and updating client portfolios.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.

Salario: 10000000.00 NGN Monthly