Job offer: Financial Advisor

Responsibilities

• Client Advisory and Relationship Management
• Develop and maintain long-term relationships with clients, serving as a trusted advisor on financial matters.
• Conduct in-depth financial needs assessments, risk tolerance analyses, and goal-setting consultations with clients.
• Proactively communicate with clients about changes in financial markets, portfolio performance, and personal financial updates.
• Financial Planning and Strategy Development
• Design and implement comprehensive financial plans, including retirement, investment, tax, estate, and education planning.
• Provide guidance on risk management and insurance strategies aligned with client goals.
• Identify and recommend investment products and services that align with clients’ financial objectives.
• Investment Management
• Monitor client portfolios, conducting performance reviews and recommending adjustments as necessary.
• Evaluate financial products, market trends, and economic data to support informed investment recommendations.
• Work collaboratively with internal and external investment partners to provide optimal client solutions.
• Compliance and Documentation
• Ensure compliance with industry regulations, company policies, and ethical standards.
• Maintain accurate, up-to-date client records and complete required documentation for transactions and client reviews.
• Stay informed about regulatory changes affecting financial advisory practices and communicate impacts to clients.

Qualifications

• Experience: Minimum of 10 years in financial advisory, wealth management, or a related field.
• Education: Bachelor's degree in Finance, Economics, Business Administration, or related field (MBA or relevant certification such as CFP, CFA preferred).
• Licensing: Active Series 7, Series 66 (or equivalent) licenses required.
• Technical Skills: Proficiency in financial planning software, CRM tools, and advanced Excel skills.
• Soft Skills: Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear, accessible way.

• Financial Analysis
• Financial Models

• Location Amman - Jordan
• Industry Accounting & Finance
• Job Type Full-Time
• Degree Bachelor
• Experience 8 - 10
• Nationality Unspecified