Financial Planner
Posted on :
28-04-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2427361
Responsibilities:
- Evaluate clients’ financial documents including their income, expenses, and liabilities.
- Offer support and guidance in financial, insurance, and investment planning.
- Create strategic financial plans and budgets for clients.
- Monitor clients' needs and adjust their financial plans accordingly.
- Prepare financial and business analysis reports.
- Present and market financial products and services.
- Find potential clients and foster long-lasting relationships.
- Ensure you stay updated on the latest regulations, practices, and financial products.
Employment Type
Full Time
Company Industry
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