Job Overview
JOB DETAILS
REQUIREMENTS
- No financial education or experience needed to apply or start. Just the willingness to learn.
- Free trainings and mentorships available from successful Brokers.
- License not require to apply, but we will work closely with you to obtain your Life License and start a rewarding career in the financial industry.
RESPONSIBILITIES
- Develop comprehensive financial plans that align with clients’ goals and risk tolerance.
- Provide advice on estate planning, wills, trusts, and estate law to ensure clients’ assets are protected and efficiently managed.
- Conduct thorough financial analysis to assess clients’ current financial status and recommend strategies for improvement.
- Stay informed about securities law, tax regulations, and financial concepts to provide accurate guidance.
- Manage client portfolios by making informed investment decisions based on market research and analysis.
- Utilize customer relationship management tools to maintain client records and track interactions effectively.
- Collaborate with other financial professionals to deliver holistic services including cash management, asset management, and corporate accounting.
- Educate clients on various financial products and services while addressing their questions and concerns.
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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Employer : PHILPOTT & BAKER SERVICES LTD
