Financial Advisor

Iconic Group My

  • Selangor
  • Permanent
  • Full-time
  • 17 days ago
Company Description Iconic Group My is a financial advisory company based in Puchong. Since its inception, the company has served more than 1,000 clients and has been assisting professionals and company directors in Financial Planning. We believe in the importance of a good company system to produce successful people, which is why we pride ourselves on being a fun, outgoing, systematic, and competitive company with a team of successful individuals supporting the backbone of the company. Role Description This is a full-time on-site role for a Financial Advisor. As a Financial Advisor, your day-to-day tasks will involve providing financial planning, finance management, retirement planning, investment advice, and financial advisory services to clients. You will work closely with clients to understand their financial goals and develop strategies to help them achieve financial success. Qualifications Financial Planning and Finance skills Retirement Planning and Investments knowledge Financial Advisory expertise Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work well in a team and independently Experience in the financial industry is a plus Bachelor's degree in Finance, Economics, Business, or a related field

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