Employer Active
Providing strategic advice across a variety of financial products and services.
Assessing the client's comprehensive financial picture and understanding their needs while developing a solid financial plan.
Guiding clients towards a comfortable, safe and less risky financial decision.
Building a customer base and developing strong relationships that help in cooperation.
Find opportunities to sell mutual funds, stocks, bonds, etc. to meet sales quotas.
Keeping up with new industry trends and market research to support financial advice.
Supervising the course of the financial plan and updating it if necessary to ensure achieving profits.
Comply with all industrial laws, rules and regulations.
Full Time