What are the responsibilities and job description for the Investment Planning Advisor position at Masis Professional Group?
We are seeking a talented and motivated Investment Planning Advisor to join our team at Masis Professional Group.
The successful candidate will be responsible for providing expert investment advice and guidance to clients, helping them to achieve their long-term financial goals.
In this role, you will have the opportunity to work closely with clients to understand their financial objectives and develop customized investment strategies to achieve them.
Some of your key responsibilities will include:
- Developing and implementing comprehensive investment plans for clients, including asset allocation, portfolio management, and risk assessment.
- Providing ongoing investment education and coaching to help clients achieve their goals.
- Staying informed on industry trends, investment strategies, and regulatory changes to provide the best advice and guidance to clients.
As an Investment Planning Advisor, you will be expected to maintain the highest level of professionalism and integrity in all interactions with clients.
