Address
Form of work
SalaryOverview
Languages
English
Education
- Bachelor's degree
Experience
1 year to less than 2 years
Responsibilities
Tasks
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Experience and specialization
Area of specialization
- Financial planning
Additional information
Personal suitability
- Efficient interpersonal skills
- Excellent oral communication
- Organized
- Team player
