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Financial Advisor at Fadac Resources and Services

  • Full Time
  • Onsite
  • Permanent
  • Lagos

Website Fadac Resources and Services

Financial Advisor

Job Title: Financial Advisor (Wealth Manager)Location: LagosEmployment Type: Full-timeJob Responsibilities

  • Analyze Financial Information, hold in-depth consultations with clients to learn about their financial goals, risk tolerance, and current asset allocation.
  • Analyze existing securities and portfolios and supplement their findings with research about possible investments.
  • Source and manage funds for the organization.
  • Offering clients suggestions on various financial products and services
  • Assisting clients in the purchase and sale of stocks
  • Managing and monitoring investments on behalf of clients
  • Helping clients with tax and estate planning services
  • Analyzing clients’ financial goals and assets allocation
  • Examining clients existing investment portfolios and suggesting improvements
  • Helping develop effective strategies to increase overall wealth
  • Managing assets and setting up investments for clients
  • Coordinating with other Financial Planners to meet client’s goals
  • Monitoring the performance of investments done by clients
  • Helping resolve any financial issues and other legal complications with investments

Job Requirements

  • Bachelor’s Degree in Finance, Accounting, Business Management, Economics, or a related field
  • 3- 5 years of experience as a Wealth Manager.
  • Familiarity with investment management.
  • Proficiency in Microsoft Office tools particularly Excel.

To apply for this job please visit www.linkedin.com.

Financial Advisor at Fadac Resources and Services
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