Job Details

Job Description

Financial Advisor

Location: Lusaka, Zambia
Company: Unity Horizon
Application Deadline: September 10th, 2024
Job Description:
Unity Horizon is seeking a skilled Financial Advisor to provide personalized financial guidance and investment advice to clients. The Financial Advisor will be responsible for developing financial plans, recommending investment strategies, and helping clients achieve their financial goals.

Key Responsibilities:

• Assess clients’ financial situations and goals.
• Develop and recommend personalized financial plans and investment strategies.
• Provide advice on investments, savings, and retirement planning.
• Monitor clients’ financial progress and adjust plans as needed.
• Stay informed about financial markets and investment opportunities.

Requirements:

• Strong knowledge of financial planning and investment principles.
• Proficiency in financial advisory tools and software.

Education:

• Bachelor’s degree in Finance, Economics, or a related field; CFP or equivalent certification preferred.

Skills:

• Excellent interpersonal and communication skills.
• Strong analytical and problem-solving abilities.

Experience:

• Minimum of 3 years experience in financial advisory or related roles.