Financial Consultant

Roles & Responsibilities

Job Description & Requirements

We are looking for candidates who are intersted in joining the Financial Advisory industry.

Roles and Responsibilities

• Develope in-depth knowledge of the suite of financial products to advise clients and prospects accordingly.
• Scheduling meetings with clients to discuss their financial needs and goals
• Help client plans a roadmap towards financial security with their needs as the focus
• Developing and sustaining long-term relationships with clients
• Maintain the highest level of professionalism when interacting with clients and prospects

Requirements

Tell employers what skills you have

Wealth Management

Financial Planning

Investments

Wealth Accumulation

Risk Management

Good Communication Skills

Retirement Planning

Financial Advisory

Retirement

Financial Services