
Financial Planning Consultant
20 hours ago
Main Accountabilities:
- Provides expert guidance on investment planning and portfolio management.
- Collaborates with clients to identify and prioritize their financial objectives, crafting customized investment strategies to achieve these goals.
- Develops and maintains thorough knowledge of investment products, services, and market trends to deliver informed advice.
- Evaluates and recommends investment opportunities that align with client interests.
- Servicing existing clients and expanding business through referrals and new client acquisition.
Key Skills and Qualifications
- CFA designation or equivalent experience.
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