financial consultant
4 weeks ago
- Education:
- Expérience: Education
- Bachelor's degreeWork setting
- Insurance companyTasks
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningComputer and technology knowledge
- MS OfficeArea of specialization
- Financial planning
- Wealth management
- AccountingWork conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detailPersonal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Interpersonal awareness
- Organized
- Team player
- Due diligenceExperience
- 1 year to less than 2 yearsHealth benefits
- Dental plan
- Vision care benefitsOther benefits
- Team building opportunities
- Parking available
- Durée de l'emploi: Permanent
- Langue de travail: Anglais
- Heures de travail: 40 hours per week
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