This is a full-time on-site role for Financial Advisors based in Kisii. The Financial Advisor will be responsible for assisting clients with financial planning, offering professional advice on investments, and guiding individuals in creating strategies for achieving financial security and retirement goals. Daily responsibilities include assessing clients’ financial situations, preparing customized financial plans, and providing recommendations to help clients achieve their financial objectives.

Qualifications

• Proficiency in Financial Planning and an understanding of the basics of Finance
• Knowledge of Retirement Planning and strategies for achieving long-term financial goals
• Expertise in Investments and the ability to guide clients in making sound investment decisions
• Proven experience in providing Financial Advisory services
• Strong communication and interpersonal skills to build relationships with clients
• Relevant certifications or training in finance or financial planning is an advantage
• Ability to work independently and manage client portfolios effectively

• Assisting clients with financial planning
• Offering professional advice on investments
• Guiding individuals in creating strategies for achieving financial security and retirement goals
• Assessing clients’ financial situations
• Preparing customized financial plans
• Providing recommendations to help clients achieve their financial objectives

• Proficiency in Financial Planning
• Understanding of the basics of Finance
• Knowledge of Retirement Planning
• Expertise in Investments
• Strong communication skills
• Interpersonal skills
• Ability to work independently
• Client portfolio management

• BA/BSc/HND
• Proficiency in Financial Planning and an understanding of the basics of Finance
• Knowledge of Retirement Planning and strategies for achieving long-term financial goals
• Expertise in Investments and the ability to guide clients in making sound investment decisions
• Proven experience in providing Financial Advisory services
• Strong communication and interpersonal skills to build relationships with clients
• Relevant certifications or training in finance or financial planning is an advantage
• Ability to work independently and manage client portfolios effectively