Financial Consultant
Financial Consultant
Posted on :
24-06-2021
Employer Active
1 Vacancy
The job posting is outdated and position may be filled
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Jobs by Experience
2 - 3 years
Monthly Salary
Not Disclosed
Salary Not Disclosed
Nationality
Saudi Arabian
Gender
N/A
Vacancy
1 Vacancy
Posted on :
24-06-2021
Job Description
Req ID : 645214
- Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.
- Assesses clients’ financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
- Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
- Obtains clients’ commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
Employment Type
Full Time
Company Industry
Key Skills
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