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. \r\nRequired Skills • Financial Analysis • Financial Models \r\nJob Details • Location: Amman - Jordan • Industry: Accounting & Finance • Job Type: Full-Time • Degree: Bachelor • Experience: 8 - 10 • Nationality: Unspecified