• Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars
  
• Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance
• Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans
• Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions
• Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans
• Provides financial management information by preparing financial status analyses and reports
• Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations
• Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments

Remuneration: According to the rules of the organization, satisfactory salary will be provided to deserving candidates

Applying Procedure:

Interested candidates are requested to apply by sending an email to [email protected] with Updated CV and application by 19th June 2019

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