Description:
Help clients plan for their short, medium- and long-term financial goals
Meet with clients to understand their financial needs and objectives, risk tolerance, income, and asset profiles to assist them in choosing the ideal investment options.
Develop financial plans to maximize profitability or reduce debt and research investment opportunities for clients
Provide clients with sound financial guidance and make critical recommendations to help them decide how to best utilize their money
Provide financial advice to clients on retirement planning, investing, and protecting against risk
Assess options around retirement planning to enable clients to choose the best retirement plans.
Track the client's life events to understand their needs better and advise them on available financial / investment options.
Requirements:
- Exceptional communication skills
- Patience and skill to assess the client's overall financial picture, truly understand their needs, and then develop a tailor-made financial plan
- Ability to see the big picture
- Desire to continue to learn constantly, keeping up on new industry trends and researching the market to back up financial consulting decisions
- Self-motivation and willingness to network and generate leads
- Commitment to cultivating a client base and build win-win relationships
- Exceptional communication skills
- Patience and skill to assess the client's overall financial picture, truly understand their needs, and then develop a tailor-made financial plan
- Ability to see the big picture
- Desire to continue to learn constantly, keeping up on new industry trends and researching the market to back up financial consulting decisions
- Self-motivation and willingness to network and generate leads
- Commitment to cultivating a client base and build win-win relationships