FINANCIAL ADVISOR
Listing sourced from adzuna on 6/20/2026. CVCraft does not host this job; clicking Apply redirects to the source.
Job Description
Develop and maintain long-term client relationships. Conduct financial needs analysis and assess risk tolerance. Recommend suitable investment, insurance, and wealth management solutions. Create personalized financial plans covering savings, investments, retirement, and estate planning. Monitor client portfolios and provide performance updates. Stay updated on financial products, market trends, tax laws, and regulatory requirements. Educate clients about mutual funds, stocks, bonds, fixed depos…
Salary Context for Product Manager
The US national median for Product Manager is $138,360.
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