Aspiring Financial Advisor
Core
Championing customers to achieve lifetime goals by identifying financial needs and implementing fit-for-purpose financial plans.
Role type
Financial Advisor
Builds
Financial plans and solutions
Domain
Insurance
Deliverable
client delivery
Required skills
Action Oriented, Balances Stakeholders, Builds Networks, Collaborates, Communicates Effectively, Customer Focus, Decision Quality, Ensures Accountability
Responsibilities
Identifying customer financial needs, providing sound financial advice, recommending and implementing financial plans and solutions.
Seniority
Entry-level