Sunday, October 26, 2025
Chubb

Financial Advisor

Posted: 4 hours ago
mid

Job Description

Company Description Chubb, a global leader in insurance, operates in 54 countries and territories, providing commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. As a company known for its underwriting, Chubb assesses, assumes, and manages risk with insight and discipline, delivering fair and prompt claims service. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, and global local operations. Chubb Limited, listed on the NYSE (CB) and part of the S&P 500 index, has executive offices in Zurich, New York, London, Paris, and employs approximately 40,000 people worldwide. Role Description This is a full-time on-site role for a Financial Advisor located in Ring Road. The Financial Advisor will be responsible for assessing clients' financial situations, developing financial plans, providing investment advice, monitoring clients' financial goals, and recommending insurance products. The Financial Advisor will work closely with clients to help them achieve their financial objectives, manage their portfolios, and navigate financial challenges. The role involves direct interaction with clients, financial analysis, and staying updated on financial regulations and market trends. Qualifications Financial planning, investment advice, and insurance product knowledgeExperience in client assessment and development of financial plansAbility to monitor and manage clients' financial goals and portfoliosStrong understanding of financial regulations and market trendsExcellent communication and interpersonal skillsProficiency in financial analysis and use of financial planning softwareBachelor's degree in Finance, Economics, Accounting, or a related fieldRelevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plusProven track record of success in a similar role

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