Financial Planner

Updated: March 31, 2024 08:09 AM GMT

Nebula Swarna

South Jakarta, South Jakarta City, Jakarta

Company Description

We are Insurance creative agency.

Role Description

This is a part-time remote role for a Financial Planner at Nebula Swarna. As a Financial Planner, you will be responsible for providing financial advice and guidance to clients, analyzing their financial situations, developing customized financial plans, and helping them achieve their financial goals. You will also collaborate with other team members to assess clients' risk tolerance, manage their investments, and provide ongoing financial support.

Qualifications

• Proven experience as a Financial Planner or similar role

• Strong knowledge of financial planning principles and strategies

Proficiency in financial planning software and tools

Excellent communication and interpersonal skills

Ability to analyze complex financial data and provide

recommendations

Attention to detail and strong organizational skills

Bachelor's degree in Finance, Accounting, Economics, or a related field

Certification as a... More Detail