Wealth Executive / Financial Advisor | Up to $3k | M5 M9 M9A Hi Certs| Henderson Road
Location: Henderson Road
Working Day: Flexible
Working Hours: Hybrid
Work Salary: $3,000 Monthly Allowance + Commission
We have a track record of successfully nurturing entry-level planners, paving the way for them to establish robust careers from the very sta...
Wealth Executive / Financial Advisor | Up to $3k | M5 M9 M9A Hi Certs| Henderson Road
Location: Henderson Road
Working Day: Flexible
Working Hours: Hybrid
Work Salary: $3,000 Monthly Allowance + Commission
We have a track record of successfully nurturing entry-level planners, paving the way for them to establish robust careers from the very sta...
Responsibilities:
Provide sound financial advice with proper fact-finding and review of customers financial goals
Build & maintain long-lasting relationships with both existing and potential customers
Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities
Proactively acting on leads fr...
Job Order: 401769
Responsibilities
Drive new business acquisition and referrals while nurturing existing customer relationships to meet and exceed service standards for our Priority Clients segment.
Conduct thorough financial analyses and consultative profiling sessions to understand and address customers' financial needs and objectives profes...