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Financial Advisor Pakistan

Financial Advisor Pakistan

VirtualVocationsRacine, Wisconsin, United States
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A company is looking for a Financial Planner located in Pakistan to provide unbiased financial guidance to employees.

Key Responsibilities

Meet and engage with clients remotely to provide guidance on financial topics

Advise on and adapt financial planning methodologies relevant to Pakistan

Participate in team meetings to enhance the digital experience and lead engagement campaigns

Required Qualifications

CFA, ICAP or equivalent designation, certification, degree or relevant work experience

Fluent in English, both written and spoken

Passion for educating individuals about financial management

Ability to manage multiple tasks and prioritize effectively

Experience in various areas of personal finance including retirement, investments, and budgeting

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Financial Advisor • Racine, Wisconsin, United States

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