About this role
Senior Investment Advisor at Guardian Group. Location: Trinidad And Tobago. Role: acquire clients, manage portfolios, upsell services Requirements: Bachelor's degree in Finance; 5 years in financial services; CFP; 3 years selling financial solutions to corporate/HNWIs; strong knowledge of financial planning and investments. Category: Finance and Accounting Seniority: Senior Level Tools: GAMISL, Mutual Funds platform, Portfolio management, Financial planning software Certifications: certified financial planner (cfp) Commitment: Full Time Workplace: Onsite Languages: English