Independent Financial Advisor

Responsibilities:

• Conduct thorough financial analyses for clients to assess their current financial situation, goals, and risk tolerance.
• Develop customized financial plans and investment strategies based on client’s individual needs and objectives.
• Provide ongoing guidance and recommendations to clients on investment options, retirement planning, budgeting, pensions and wealth management.
• Monitor and evaluate client portfolios to ensure they are aligned with their financial goals and objectives.
• Stay up-to-date on industry trends and changes in financial regulations to provide accurate and timely advice to clients.
• Build and maintain strong relationships with clients to foster trust and loyalty.