Financial Consultant
Company Name:
Placement Services USA, Inc.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. Answer clients' questions about the purposes and details of financial plans and strategies. Collect information from clients to determine their specific financial needs and help choose best financial plans and insurance coverage. Build and maintain client accounts by reviewing financial data, updating any material changes to financial status, and adjusting investment decisions as market conditions and life circumstances dictate. Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
Two (2) years of experience as a Financial Consultant
Bachelor's degree
Please send us your resume via email at with reference #135182 in the subject line. Do not copy and paste your resume in the body email. Please attach it as a Word document. Thank you.Estimated Salary: $20 to $28 per hour based on qualifications.
Placement Services USA, Inc.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. Answer clients' questions about the purposes and details of financial plans and strategies. Collect information from clients to determine their specific financial needs and help choose best financial plans and insurance coverage. Build and maintain client accounts by reviewing financial data, updating any material changes to financial status, and adjusting investment decisions as market conditions and life circumstances dictate. Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
Two (2) years of experience as a Financial Consultant
Bachelor's degree
Please send us your resume via email at with reference #135182 in the subject line. Do not copy and paste your resume in the body email. Please attach it as a Word document. Thank you.Estimated Salary: $20 to $28 per hour based on qualifications.
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