Financial Advisor

Full time @Jubilee Insurance posted 1 week ago in Business and Finance
  • Post Date : May 28, 2026
  • Apply Before : June 11, 2026
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Job Detail

  • Experience  3 Years
  • Qualifications  Degree Bachelor
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Job Description

  • About the job

    • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

    Responsibilities

    • Provide financial planning support to clients
    • Support investment professionals to cultivate client relationships
    • Prepare financial plans and check their accuracy

    Qualifications

    • Certification in Finance or related field /Eco
    • Previous experience in insurance sales is an added advantage
    • Strong understanding of the investment business
    • Excellent interpersonal skill

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