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Financial Consultant
Soul Wealthy Group
Singapore
Permanent
3,000 SGD - 8,000 SGD/Month
Your main duties & Responsibilities:
- Promote financial planning and investment services
- Support the financial aid advisor role
- Develop retirement plans to help reach financial goals
- Manage financial aid applications (FAFSA)
- Providing tax preparation, tax audit support and tax planning year round
- Analyzing financial information obtained from clients to determine strategies for helping clients meet financial objectives
- Identify and meet financial goals
- Assessing the financial needs of clients
- Verify student financial aid applications
- Evaluate client's financial situation and identify investment objectives through a comprehensive and customized financial planning process
- Deliver financial planning and investment management to own list of clients
- Review member/client's financial situation
- Help financial professionals achieve financial and business goals
- Celebrate achievements Just as work hard to help clients achieve financial goals
- Develop required financial aid reports
- Attend financial aid training sessions
- Launch or advance financial planning career
- Develop financial plans for clients and prospects
- Analyze and assess member/client's financial situation, and financial and investment services available to member/client
- Identify and solve the financial needs of clients by offering investment products
Recommended Skills
- Finance
- Finance Consultancy
- Hardworking And Dedicated
- Interpersonal Skills
- Investments
- Loans
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