Junior Financial Advisor Opportunity – Woodmead needed at IWCP : Insurance & Wealth Creation Professionals

Job Summary

• As a Junior Financial Advisor, you will provide expert financial guidance to our clients, helping them navigate complex financial markets and achieve their long-term goals. You will be responsible for:
• Developing and implementing comprehensive financial plans for clients
• Conducting financial analyses and providing recommendations on investments, retirement planning, estate planning, and tax strategies
• Building and maintaining strong relationships with clients and referral sources
• Collaborating with our team of financial experts to deliver exceptional client service
• Staying up-to-date on industry trends, regulatory changes, and best practices

Requirements:

• No years of experience in financial planning and wealth management
• At least 1 year experience in corporate non-negotiable
• Professional degree in Financial Planning, Finance, Accounting, Law, or Marketing
• Proven track record of success in building and maintaining client relationships
• Strong analytical, communication, and problem-solving skills
• Ability to work in a fast-paced environment and prioritize multiple tasks
• Own network a must
• Reliable Car and Laptop
• Clean Criminal Record and Clear Credit History