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The role of Aspiring Financial Advisor involves helping clients identify their financial needs, providing sound financial advice, and recommending suitable financial plans and solutions to help them achieve their lifetime goals.

As an aspiring Financial Advisor, you will support customers by identifying their financial needs, offering sound advice, and implementing personalized financial plans to help them achieve their goals. This role requires self-motivation and strong communication skills to foster relationships with clients.

As an Associate Financial Advisor, you will assist clients in identifying their financial needs and provide sound financial advice. Your role includes implementing tailored financial plans and solutions to help clients achieve their lifetime goals.