About the job

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work with your team. This is a self employ opportunity and remunaration is comission and bonus based .

Responsibilities

• Provide financial planning support to clients
• Work with Insurances and investments
• Support investment professionals to cultivate client relationships
• Prospect clients online
• Be able to run zoom meetings about Finnancial education
• 
  

Qualifications

No experience required we will provide alk trainning

Finnancial background is an asset but not mandatory

Goverment license required ( Company provide support if candidate dosen't have )