Financial Advisor - Hiring Fast

Salary :

RM6,000 - 7,000 monthly

Syarikat : NND Elite Agency

Jenis Pekerjaan : Sepenuh Masa

Bilangan Pemohon

000+

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Penerangan Pekerjaan - Financial Advisor - Hiring Fast

We are searching for a motivated Financial Advisor to join our incredible team at NND Elite Agency in Kuching, Sarawak.
Growing your career as a Full time Financial Advisor is a promising opportunity to develop necessary skills.
If you are strong in attention to detail, decision-making and have the right passion for the job, then apply for the position of Financial Advisor at NND Elite Agency today!

A Financial Advisor provides clients with expert advice on how to manage their money. Their role involves several key responsibilities:

1. *Client Consultation:* Meet with clients to discuss their financial goals, investment timelines, and risk tolerance. This forms the basis of developing personalized financial strategies.

2. *Financial Planning:* Create comprehensive plans that address wealth management needs such as savings, investments, insurance, and tax strategies.

3. *Investment Management:* Recommend appropriate investment products and strategies based on the client’s financial status and goals, and manage their investment portfolios.

4. *Risk Assessment:* Evaluate the client's financial risk-taking capacity and suggest suitable insurance policies to protect against potential financial hardships.

5. *Retirement Planning:* Assist clients with retirement planning, offering advice on how to prepare financially for retirement, and managing retirement funds like IRAs and 401(k)s.

6. *Tax Planning:* Provide guidance on tax implications of investments and strategies for tax reduction.

7. *Estate Planning:* Advise on how to efficiently manage and transfer assets before and after death, including the use of wills and trusts.

8. *Client Education:* Educate clients about financial markets and potential investments, including the benefits and risks involved.

9. *Regulatory Compliance:* Ensure all advice and strategies comply with federal and state laws.

10. *Performance Review and Adjustment:* Monitor financial plans and portfolios regularly, making adjustments as needed based on performance and changing financial goals.