Virtual Client Financial Advisor

Remote: 
Full Remote
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Offer summary

Qualifications:

Bachelor's degree in Finance, Business, or related field., Strong analytical and problem-solving skills., Excellent communication and interpersonal abilities., Experience in financial advising or client management is preferred..

Key responsibilities:

  • Provide financial advice and planning services to clients virtually.
  • Conduct regular meetings with clients to assess their financial needs.
  • Prepare and present financial reports and recommendations.
  • Maintain up-to-date knowledge of financial products and market trends.

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Morgan Stanley https://www.morganstanley.com
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