This role enables a driven and ambitious individual to become a trained Financial Planner
Excellent uncapped earning opportunity. Great Leadership and mentorship offered. […]
Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
Answer clients’ questions and address concerns
Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
Regularly review clients’ bank and other accounts and analyze their financial data to understand...