Financial Advisor

Job Description: The Financial Advisor at Economic Group Holdings serves as an advisor providing advice-based financial solutions for a book of business in the mass affluent customer segment. Responsibilities include soliciting investments, preparing customized financial solutions, increasing assets under management, providing financial planning services, ensuring compliance with regulations, and managing risk. The role also involves supervising finance personnel and making strategic investment decisions. The ideal candidate should have a Bachelor's degree in Finance or related field, at least 3 years of experience in financial advising, and strong knowledge of investment products.

• 3+ years of experience in financial advising or related field
• Knowledge of investment and insurance products

• Strong communication and interpersonal skills
• Ability to analyze financial information and provide recommendations
• Sales and customer service skills
• Knowledge of risk management and regulatory standards

Seniority Level: Specialist-Level

• Mid-Senior level

Job Functions: Other

• Finance/Investment

Industries : Finance & Accounting

• Finance