Financial Advisors to provide holistic financial planning and advice to clients, in line with their goals investment portfolios. Develop personalized financial plans based on clients' goals, risk tolerance, and timelines retirement planning, tax optimization, and estate planning. Regularly monitor clients' financial plans and investment Management. Post Graduate Diploma in Financial Planning (CFP) or MBA will serve as recommendation. Regulatory
values. – Applying expertise and Technology – Planning and Organizing – Following instruction and procedures