Advisors' Clique

financial consultant

Advisors' Clique| Date Posted: 24-Jun-2019
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Job Nature:
Permanent
Position Level:
Entry Level
Qualification:
Diploma, Bachelor's / Honours

Job Description

As a Financial Consultant, you will be undergoing a 90 Days training. The training course will equip you with essential expertise to perform your future duties. You will be assigned a mentor throughout the training to facilitate the learning process and to nurture strong relationships with high net worth and mass affluent clients and managing their portfolios.

 

A typical day will include the following:

  • Meet clients personally to assess their financial situation in order to present a financial plan that includes both short-term and long-term financial goals.
  • Help clients with financial planning decisions for retirement, education, day-to-day expenses and investments.
  • Spend time reaching out to prospective clients and building a strong customer base.
  • Travel or work non-traditional hours to meet with clients.
  • Achieve and exceed revenue targets.
  • On the Job Training and Continuous Professional Development.
  • Personal Mentoring and Coaching for career advancement.

 

This job would be great for you if:

  • You like meeting & assisting people and enjoy challenges. You are patient and cool under pressure.
  • You pay attention to the details. As far as you are concerned, anything worth doing is worth doing right, every single time. You stay focused and highly enthusiastic.
  • You communicate clearly and can explain just about anything to anyone.
  • You are motivated and driven. You possess strong communication skills, strong integrity and an outgoing personality with high energy levels.
Company Overview
Advisors' Clique