Senior Financial
7 days ago
- Talkingto clients to determine their expenses, income, insurance coverage,financial objectives, tax status, risk tolerance, or otherinformation needed to develop a financialplan.
- Answering client questions aboutfinancial plans and strategies and giving financialadvice.
- Advising strategies for clients ininsurance coverage, investment planning, cash management, and otherareas to help them reach financialobjectives.
- Reviewing client accounts and planson a regular basis to understand if life or economic changes,situational concerns, or financial performance necessitate changesin their plan.
- Analyzing financial datareceived from clients to develop strategies for meetingclients' financial goals.
- Preparing orinterpreting financial document summaries, investment performancereports, and income projections forclients.
- Implementing financial plans orreferring clients to professionals who can helpthem.
- Managing and updating clientportfolios.
- Contacting clients regularly todiscover changes in their financialstatus.
- Building and maintaining your clientbase.
Financial Accounting,FinancialAdvisor,Workday Financials,Financial ReportInterpretation
Employment Type :Full-time
Department / Functional Area: Finance
Experience: years
Gender: Male
Vacancy: 1
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