WFG
Job Location :
Vancouver,WA, USA
Posted on :
2024-12-20T14:42:21Z
Job Description :
Responsibilities:Advise clients on investment strategies and other financial decisionsAssess clients' assets, liabilities and overall financial conditionsPrepare presentations that recommend various financial productsReview and communicate portfolio performances to clientsNetwork and build relationships with new and existing client base​Qualifications:Previous experience in banking, financing, or other related fieldsFamiliarity with investment products and servicesAbility to build rapport with clientsStrong analytical and critical thinking skillsExcellent written and verbal communication skills
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