Financial Advisor

Heirs Insurance Group · Lagos, Marina, Nigeria

FULL_TIMEOn-site3d ago

AI Career Fit Estimate

62–80%

Moderate Match Likely

Estimated from role requirements

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About this role

Responsibilities: Financial Planning – Assessing a client's financial situation and creating a personalized plan. Investment Advice – Recommending suitable investment options based on the client's goals Retirement Planning – Helping clients build sufficient funds for a comfortable retirement through pensions, annuities, and investments. Education Funding – Helping parents save and invest for their children's education. Regular Financial Reviews – Monitoring clients' financial plans and making adjustments as their circumstances or financial goals change. Insurance Planning – Identifying risks a

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