Financial Advisor

Responsibilities:

• Provide clients with financial guidance and investment planning support.
• Assess client needs, risk tolerance, and financial goals to recommend suitable investment options.
• Develop and manage investment portfolios including stocks, bonds, mutual funds, insurance, and retirement plans.
• Stay updated with financial market trends, regulations, and investment products.
• Conduct regular portfolio reviews and suggest rebalancing strategies.
• Educate clients about investment opportunities, risks, and returns.
• Build and maintain strong client relationships for long-term financial planning.