Senior Financial Advisor

Recruitech Solutions

18/9/2023

Good English

graduate / post graduate

PKR

120000

-

150000

any

Mon - Sat

karachi

full time

5+ Years

Job Description

Reviewing account statements and preparing reports on activity for clients Preparing client tax returns, including filing with the IRS or state government Reviewing financial statements from investment firms to ensure accuracy and compliance with regulations Estimating how much income a client will receive from an investment over time, based on interest rates, dividends, and other factors Recommending new financial products or services to meet clients’ needs Manage client accounts by buying and selling stocks, bonds, mutual funds, or other securities on behalf of clients Provide clients with financial planning services such as creating a budget or developing a retirement plan Help clients invest their money in stocks, bonds, mutual funds, or other securities, while ensuring that they are within their risk tolerance level Provide financial advice regarding taxes, insurance policies, home purchases, student loans, and other areas where financial expertise is needed