Financial Solutions Advisor- San Jose Area
Para lamang sa mga rehistradong miyembro San Jose, Pilipinas
4 araw ang nakalipas
Job Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Responsibilities
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Paglalarawan ng trabaho
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Mga katulad na trabaho
Financial Solutions Advisor- San Jose Area
4 araw ang nakalipas
Para lamang sa mga rehistradong miyembro San Jose, Central Luzon
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. · ...