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Financial Advisor

Remote

Job Type

Operations

Workspace

Job Description: We are seeking a motivated and experienced Financial Advisor to join our team. The ideal candidate will provide financial planning services to clients, including investment advice, retirement planning, and risk management. The Financial Advisor will help clients make informed financial decisions and achieve their financial goals. Responsibilities: Provide financial planning services to clients Assess clients' financial goals, risk tolerance, and financial situation Develop and present financial plans and investment strategies Help clients implement financial plans and monitor progress Provide ongoing financial advice and support to clients Stay up-to-date on financial markets, products, and regulations Build and maintain client relationships Collaborate with other professionals, such as accountants and attorneys, to provide comprehensive financial advice Requirements: Proven work experience as a Financial Advisor, Financial Consultant, or similar role Solid understanding of financial planning and investment strategies Excellent communication and interpersonal skills Strong analytical and problem-solving skills Ability to work independently and as part of a team Certified Financial Planner (CFP) designation preferred Bachelor's degree in Finance, Business, Economics, or related field Benefits: Commission or bonus structure /Professional development opportunities

Interview Rounds

R1(Audio)->R2(Ai Monitoring)->R3(Final Offer)

Round 1

To proceed further, we kindly request you to record ( Audio ) yourself answering three specific questions. This will help us better understand your skills and suitability for the position.

 

Please find the questions below:

 

1. Describe your personality traits.

2. Share an example of a successful project you worked on, highlighting your contributions.

3. Explain why you believe you are the ideal candidate for this position.

 

Record your audio responses and ,send audio files with your updated cv to our official email (helioustin.hr@zohomail.in) .Make sure the audio quality is clear, and each response  within a reasonable time frame.

 

Thank you for your cooperation, and we look forward to reviewing your responses.

 

Best regards,

 

Helioustin

Director of Hr Department

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