Financial Wellness Advisor & Wealth Planning Coach

Dar al Tharwa; Muscat; On-site; Full time

Job summary

A financial services firm in Muscat is seeking a motivated Financial Advisor to join their team. You will be key in delivering financial education and personalized advisory services while supporting clients in making informed decisions. The ideal candidate will possess strong communication skills, adaptability, and the ability to simplify financial concepts for clients. This position includes conducting workshops and requires a client-focused mindset to build lasting relationships.

Responsibilities

• Deliver financial education and personalized advisory services.
• Support clients in making informed financial decisions.
• Conduct educational workshops and client sessions.

Skills

Strong communication and interpersonal skills

Ability to build trust and maintain long-term client relationships

Financial planning and advisory skills

Basic understanding of investment products and market trends

Presentation and public speaking skills

Client-focused mindset with problem-solving ability

Ability to simplify complex financial concepts for clients

Time management and organizational skills

Familiarity with CRM systems and client management tools

Sales and negotiation skills

Adaptability and willingness to learn

Job description

A financial services firm in Muscat is seeking a motivated Financial Advisor to join their team. You will be key in delivering financial education and personalized advisory services while supporting clients in making informed decisions. The ideal candidate will possess strong communication skills, adaptability, and the ability to simplify financial concepts for clients. This position includes conducting workshops and requires a client-focused mindset to build lasting relationships.