Job Description:
ZamVenture Holdings is hiring a Financial Planner to provide comprehensive financial planning services to clients. The ideal candidate will help clients achieve their financial goals through tailored strategies and solutions.
Key Responsibilities:
- Assess clients’ financial situations and objectives.
- Develop personalized financial plans, including investment and retirement strategies.
- Monitor client portfolios and make recommendations for adjustments.
- Educate clients on financial products and services.
- Stay updated on financial regulations and market trends.
Requirements:
- Bachelor’s degree in Finance, Business, or a related field.
- Proven experience as a Financial Planner or Advisor.
- Strong analytical skills and attention to detail.
- Excellent interpersonal and communication abilities.
- Certification as a Financial Planner (CFP) is a plus.
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