This is a full-time, on-site role for a Personal Financial Advisor located in Moratuwa. The Personal Financial Advisor will be responsible for providing comprehensive financial advice to clients, including financial planning, personal finance management, and retirement planning. Responsibilities include evaluating clients' financial needs, developing tailored financial plans, and providing ongoing advice to help clients achieve their financial goals. The advisor will also stay updated on financial services and products to offer the best recommendations.
Qualifications
• Skills in Financial Planning, Personal Finance, and Finance
• Experience in Retirement Planning and Financial Services
• Excellent interpersonal and communication skills
• Ability to evaluate and develop personalized financial plans for clients
• Strong attention to detail and analytical skills
• Bachelor's degree in Finance, Economics, or a related field
• Certification in financial planning (CFP or equivalent) is an advantage
• Experience in the insurance or financial services industry is a plus
