• Provide expert financial advice to clients to help them achieve their financial goals.
• Analyze financial data and trends to create reports and strategies.
• Develop personalized financial plans based on clients' needs and risk tolerance.
• Assist clients in investment choices, tax strategies, and retirement planning.
• Monitor clients' accounts and financial situations to make adjustments as necessary.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Economics, or a related field.
• Experience Level: 1–3 years of relevant experience in financial consulting or advising.
• Skills and Competencies: Strong attention to detail and analytical thinking.
• Qualities and Traits: Excellent communication and interpersonal skills.
• Responsibilities and Duties: Ability to meet deadlines and work under pressure.