Posted Sep 25, 2024 2068 views
The role:
- Earn up to $12,000 per month (depending on experience) as a Financial Advisor at Venture Smarter. In this role, you'll guide clients in making informed decisions about investments, savings, retirement planning, and other financial matters.
- As a Financial Advisor, also known as a Financial Consultant, you'll play a crucial role in helping individuals and businesses manage their finances effectively.
What the job entails:
- Meet with clients to understand their financial goals, risk tolerance, income, expenses, and assets.
- Develop personalized financial plans to help clients achieve their financial objectives, such as saving for retirement, education, or major purchases.
- Provide strategic advice on various financial products and services, including investments, insurance, and debt management tools.
- Stay updated on financial trends and perform market research to identify investment opportunities
- Ensure all financial plans and transactions comply with industry regulations and standards.
Job Requirements:
- A bachelor's degree in finance, economics, business, or a related field.
- Minimum of 5 years of experience in sales, preferably in a tech or consulting industry
- Strong analytical and problem-solving skills.
- Excellent communication, presentation, and negotiation skills, with the ability to communicate effectively with diverse customers and stakeholders
- In-depth knowledge of financial products and services.
- Ability to build and maintain client relationships.
- Proficiency in financial software and tools.
- High level of integrity, professionalism, and customer orientation, with a results-driven and growth-oriented mindset
Job Details
Venture Smarter
Welcome to Venture Smarter, your trusted partner in navigating the complex landscape of business growth and transition. With a team that brings together a century’s worth of collective experience, we offer unparalleled expertise in legal and business consultancy. At Venture Smarter, we believe that the key to staying ahead in today’s competitive market lies in employing innovative, yet tried-and-tested business strategies. Our core values—innovation, integrity, and impact—drive us to deliver solutions that are both effective and ethical.
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