Global One Life Insurance Agency Financial Advisor

Global One Life Insurance Agency

＄1.8-3.5K[月薪]

混合办公 - 達義5 - 10 年經驗本科全職

Provide personalized financial advice to clients based on their goals and needs.
Build and maintain strong client relationships through regular communication.
Assist clients in retirement planning, educational funding, taxation, and estate planning.
Stay updated on financial regulations and industry changes.
Assist clients in managing their finances, develop personalized investment strategies, and monitor clients' financial health.

Educational Qualifications: Bachelor's degree in Finance, Business Administration, or a related field.
Experience Level: 5-10 years of relevant experience in financial advising or wealth management.
Skills and Competencies: Strong wealth management expertise, excellent interpersonal skills, willingness to undergo training, and a solid commitment to achieving client goals.
Working Conditions: Office-based with occasional client meetings; may require flexible hours.
Qualities and Traits: Highly motivated, detail-oriented, excellent communicator, and client-focused.

財富管理人際溝通能力Willing to be TrainedCommitment to Goals