Identify and pursue potential clients to maintain a strong client base
Offer strategic advice on products and services, such as investments, insurance coverage, and debt management tools
Maintain compliance with all rules and regulations in the financial industry
This job is commission-based, hence a high potential income
Tasks & responsibilities
Helps clients create financial plans to achieve their goals.
Answers client's financial questions and addresses concerns.
Builds long-term client relationships.
Collaborates with other financial planners.
We assess the financial needs of individuals and...