job description
Kickstart your career in financial planning with Genesis Group Of Agencies, where we provide comprehensive mentorship, hands-on training, and a clear path for career progression. This is a unique opportunity for career switchers or recent graduates to enter the dynamic world of financial consulting in Bali’s thriving business landscape.
As an Associate Financial Consultant, you’ll work closely with experienced professionals to develop expertise in financial planning, client advisory, and wealth management. Our structured program ensures you gain the skills and confidence to succeed in this rewarding field.
Why join us?
- Mentorship from industry experts
- Comprehensive training and certification support
- Clear career progression pathways
- Competitive salary and performance incentives
- Flexible work arrangements in Bali’s top locations
If you’re passionate about finance and eager to build a successful career, apply now!
Responsibility
- Assist senior consultants in developing personalized financial plans for clients.
- Conduct financial needs analyses and recommend suitable products.
- Build and maintain strong client relationships through regular follow-ups.
- Stay updated on market trends, financial products, and regulatory changes.
- Participate in training programs to enhance financial planning expertise.
- Collaborate with cross-functional teams to deliver holistic financial solutions.
- Prepare and present financial reports and proposals to clients.
- Support business development initiatives to expand the client base.
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or related fields.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal abilities.
- Self-motivated with a passion for financial planning.
- Ability to work independently and in a team environment.
- Proficiency in Microsoft Office and financial software is a plus.
- Prior experience in sales, customer service, or finance is advantageous.
- Willingness to obtain relevant financial certifications (e.g., CFP, ChFC).