About the Company:
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 a 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.