• Application Deadline: Sat, 15 Apr 2023 00:00:00 GMT
• Position: Financial Advisor


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 1 - 2 years


• Location Lagos


• Job Field Finance / Accounting / Audit 
  


• Salary Range ₦100,000 - ₦150,000/month
  

We are looking to hire a financial advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.

Responsibilities:

• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.


• Answering client questions about financial plans and strategies and giving financial advice.


• Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.


• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.


• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.


• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.

Requirements:

• BSc/HND in business, finance, or related field.


• 1-2 years of sales experience.


• Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred).


• Life and health license.


• Valid driver’s license.


• Knowledge of mutual funds, securities, and insurance industries.


• Proficient in Word, Excel, Outlook, and PowerPoint.


• Comfortable using a computer for various tasks.


• Experience providing quality financial advice.