* Description : – 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. ……………………………………………………………………………………………………………………………………………………………………………………………………. * Requirement : – Financial Consultant Skills and Qualifications:
– Corporate Finance – Financial Diagnosis – Financial Operations – Financial Planning and Strategy – Financial Skills – Financial Software – Selling to Customer Needs – Informing Others – Financial Licenses – Analyzing Information – Business Knowledge.