Financial Advisor

Updated: March 29, 2024 06:38 AM GMT

Leadway Assurance Company Ltd

Warri

Company Description

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Role Description

This is a full-time Financial Advisor role based in Warri, with flexibility for some remote work. As a Financial Advisor at Leadway Assurance Company Ltd, you will be responsible for providing financial advice and guidance to clients. You will assess clients' financial situations, understand their goals, and develop personalized financial plans to help them achieve those goals. You will also educate clients about different investment options, insurance policies, and other financial products. Additionally, you will review and monitor clients' financial plans on an ongoing basis and provide recommendations as needed.

Qualifications
• Bachelor's degree in Finance, Business, Economics, or a related field
• Professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are preferred
• Proven experience as a Financial Advisor or similar role
• Strong knowledge of investment... More Detail