Experienced Financial Adviser (Commission-Based) – FAIS Fit & Proper
Core
Provide expert financial planning, investment, risk, and insurance solutions to clients while managing and growing a client portfolio.
Role type
Senior IC Financial Adviser (Commission-Based)
Builds
Tailored financial products and client relationships
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, investment advisory, risk management, insurance solutions, business development, networking, sales target achievement, regulatory compliance (FAIS)
Preferred skills
Existing client base, strong negotiation skills
Technologies
N/A
Responsibilities
Source and convert new business opportunities, deliver tailored investment and insurance solutions, maintain long-term client relationships, ensure compliance with FAIS regulations
Seniority
Mid-Senior, performance-driven IC
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