Financial Advisor

About the role

A full-time, on-site Financial Advisor position with ICEA Lion Group in Machakos, Kenya. The advisor advises clients on financial products, recommends investment and insurance solutions, builds client relationships and meets sales targets. The deadline to apply is 31 October 2026.

Key responsibilities

• Engage with clients to understand their financial goals and current situation, and recommend tailored advice on savings, investments, insurance and retirement planning.
• Conduct financial needs analyses and prepare and present financial plans.
• Monitor client portfolios and schedule regular review meetings to adjust strategies.
• Educate clients on ICEA LION Group's products and services while complying with internal policies and regulatory requirements.
• Maintain accurate documentation of client interactions and collaborate with internal teams to retain and acquire clients.

Required profile

• Degree or diploma in Finance, Business, Economics or a related field.
• Professional certification in financial planning or advisory is an added advantage.
• Ability to work with diverse clients, manage time efficiently and meet performance targets in an on-site setting.

Required skills

• Strong financial planning and retirement planning skills.
• Solid knowledge of finance and investments, including portfolio management.
• Proven financial advisory skills and excellent communication skills to explain complex concepts clearly.
• Analytical, problem-solving abilities, attention to detail and integrity.