The ideal candidate will deliver personalized investment and financial planning solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. The candidate will work with team to develop marketing strategy to build their client base.
About the Role:
Candidate will be building an Advisory practice focusing on comprehensive planning on clients acquired through their marketing plans.
Responsibilities:
Provide financial planning support to clients
Build client base in conjunction with marketing department
Qualifications:
1-5 years' of sales and/or industry experience. Strong understanding of the investment business and/or willing to learn. Excellent interpersonal skills. Motivated, energetic and positive mindset. Industry licenses a plus.