Financial Advisors

Company Description Compass Insurance Brokers LLC, operating as Compass Consultancy and Financial Service, is a multidimensional financial solutions provider serving both individuals and corporate clients. The company offers comprehensive financial planning, investment management, and insurance services designed to protect, grow, and sustain client wealth. Clients benefit from initial and ongoing consultation, supported by a broad network of financial service partners that enables tailored, client-specific solutions. Compass emphasizes attentive focus on client needs, strong alliances, and a trusted financial network. The organization is guided by core values such as composure, compassion, objectivity, preparation, analysis, substance, and sincerity in its daily work.Role Description This is a full-time, on-site Financial Advisor role based in Dubai. The Financial Advisor will meet with individual and corporate clients to assess their financial goals, risk tolerance, and current financial situation, and will develop tailored financial plans and strategies. Day-to-day responsibilities include advising on investments, retirement planning, insurance solutions, and wealth management products, as well as preparing proposals, reports, and plan reviews. The role involves conducting market and product research, maintaining up-to-date knowledge of financial regulations and offerings, and coordinating with internal and external partners to deliver integrated solutions. The Financial Advisor will also be expected to build and maintain long-term client relationships, provide ongoing portfolio reviews, and ensure high standards of ethical and professional conduct.Qualifications Candidates should possess strong skills in Financial Planning and to design comprehensive, long-term client strategies as per the clients requirements. A good knowledge in Finance and Investments to analyze markets, assess products, and recommend suitable solutions are an added advantage. Candidates should possess expertise in Financial Advisory to provide objective guidance, explain options clearly, and support client decision-making.Relevant academic background such as a degree in Finance, Economics, Business, or a related field; are an advantage.Strong analytical, numerical, and problem-solving skills, with attention to detail and the ability to interpret complex financial information.Excellent interpersonal and communication skills, with the ability to build trust, present recommendations clearly, and work with diverse clients.Proven ability to work in a client-focused environment, manage multiple portfolios, and adhere to regulatory and ethical standards.Prior experience in financial advisory, wealth management, or insurance brokerage, preferably within the UAE or GCC market, is beneficial.