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Financial Advisor in Quezon City - Image 1
Financial Advisor in Quezon City - Image 1
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Financial Advisor, Quezon City

Financial Advisor, Quezon City
Description

- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets

- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools

- Securing stocks and bonds and establishing progressive savings accounts

- Moving money from accounts per industry and federal regulations

- Performing market research to stay current with financial trends

- Preparing financial documents, such as income projections and investment reports

- Maintaining compliance with all rules and regulations in the financial industry

- Identifying and pursuing potential clients to maintain a strong client base

Highlights
  • Company name
    Team Sandie Entrepreneurs
  • Job position
    Financial Advisor
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Do not pay a ’prospective employer’ anything in order to secure a job.
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More info about this ad

Financial Advisor has been posted in the Quezon City Accounting, Financing & Banking category on Locanto.

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