Open For Stay at Home Moms: WFH Financial Wealth Planner
About the role
Are you a stay-at-home mom looking for a flexible, part-time opportunity to build a rewarding career in financial planning? We are seeking a Work-From-Home Financial Wealth Planner to join our team. This strategic role will allow you to utilise your expertise in the banking and financial services industry to provide customised financial solutions to our valued clients.
What you'll be doing- Develop comprehensive financial plans to help clients achieve their short and long-term financial goals
- Conduct market research and stay up-to-date with industry trends to identify suitable investment opportunities for clients
- Manage client investment portfolios and monitor performance to ensure alignment with their risk profile and objectives
- Build and maintain strong relationships with clients through regular communication and exceptional customer service
- Collaborate with the broader financial planning team to share best practices and support business growth
- Proven experience in financial planning or wealth management, ideally within the banking and financial services industry
- Strong understanding of investment products, financial markets, and regulatory requirements
- Excellent communication and interpersonal skills to effectively engage with clients
- Ability to work independently and proactively manage multiple tasks and deadlines
- Commitment to ongoing professional development and a client-centric approach
What we offer
We are dedicated to supporting our employees' work-life balance and career growth. As a Work-From-Home Financial Wealth Planner, you'll enjoy the flexibility to manage your schedule and work from the comfort of your home. We also provide competitive remuneration, ongoing training, and opportunities for career advancement within our dynamic organisation.
Apply now to become our next Work-From-Home Financial Wealth Planner!