The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracy
Qualifications
4- year course graduateNot affiliated in bank and sales of insurance producsNot affiliated in multi-level marketingExcellent interpersonal skillsWilling to be trained and to be coached
