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