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Financial Planner

Financial Planner
Company:

Isotope Integrated Service

Place:

Owerri, Imo

Job Function:

Accounting / Auditing

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Details of the offer

Requirements:- Proven experience as financial planner or similar role; experience in sales or customer service is an asset
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Ability to analyze financial information and comply with regulations
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Proficiency in MS Office and CRM systems
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Attention to detail and strong math skills
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Strong ethics, with a customer-oriented attitude
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Outstanding communication skills, with the ability to foster long-term relationships
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Valid professional license (e.G. Series 7 & 66)
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BSc/BA in accounting, finance, business administration or relevant field; professional certification (e.G. CFP) is a plusResponsibilities:Analyze clients? financial statuses (e.g. income, expenses and liabilities)
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Examine and suggest financial opportunities (e.g. insurance plans, investments)
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Develop sound plans and budgets for clients
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Customize financial plans according to clients? changing needs
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Help clients implement their plans and carry out transactions
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Present and sell suitable financial products and services
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Find and approach prospective clients
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Build strong relationships to retain existing clients
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Maintain updated knowledge of regulations, practices and financial products

Salario: 60000.00 - 60000.00 NGN Monthly

Source: Jobomas
Job Function:

Requirements

Financial Planner
Company:

Isotope Integrated Service

Place:

Owerri, Imo

Job Function:

Accounting / Auditing

Report this offer

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