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Financial Advisor
MXN 5,712-18,555/year
Indeed
Full-time
Onsite
No experience limit
No degree limit
Av. Sebastián Lerdo de Tejada 487, Barrio de la Merced, 50080 Toluca de Lerdo, Méx., Mexico
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Description

responsible for attending to, guiding, and advising clients throughout the purchasing process, with the goal of satisfying their needs, promoting the company's products or services, and achieving sales closure. Additionally, responsible for maintaining long-term relationships with clients and contributing to the achievement of business goals. **Functions and responsibilities:** * Analyze the client's current financial situation, including income, expenses, debts, assets, and economic goals. * Develop personalized financial plans that include savings, investment, retirement, and asset protection strategies. * Advise on financial products such as mutual funds, savings accounts, insurance, pension plans, among others. * Assess the client's risk profile and recommend investments aligned with their objectives and risk tolerance. * Conduct periodic follow-up on the performance of implemented financial plans. * Stay updated on financial products, regulatory changes, and market trends. Job type: Full-time Salary: $5,712.74 - $18,555.04 per month Work location: On-site employment

Source:  indeed View original post
Juan García
Indeed · HR

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