Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars. - Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance. - Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans. - Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions. - Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans. - Provides financial management information by preparing financial status analyses and reports. - Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations. - Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
- At least master university degree in financial management or financial engineering - At least 10 years of experience - Financial Licenses (important) - Financial Diagnosis, Financial Operations, - Financial Planning and Strategy, Financial Skills, - Financial Software, Selling to Customer Needs, - Corporate Finance, - Informing Others, - Analyzing Information, - Business Knowledge
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