Responsibilities
- Assess clients' financial situations and goals
- Create personalized financial plans based on clients' needs
- Educate clients on budgeting, saving, and investing strategies
- Provide guidance on debt management and financial decision-making
- Monitor and review clients' financial progress
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Certified Financial Planner (CFP) designation preferred
- Strong understanding of financial principles and investment strategies
- Excellent communication and interpersonal skills
- Ability to analyze complex financial data
Skills
- Financial planning
- Investment management
- Debt management
- Budgeting
- Financial analysis