Volunteer Experience · Work Experience · Work & Career

Overview

Responsibilities:
Identify clients’ financial goals and objectives
Analyze clients’ financial records
Develop financial plans for clients
Make recommendations concerning cash management, insurance coverage,investmentplanning, retirement and estate planning
Arrange for sale of financial products and investments
Underwrite new issues of stocks and bonds
Negotiate mortgage loans and make application for mortgage to lenders orlendinginstitutions on behalf of client

Requirements:
Languages
English

Education
Bachelor’s degree

Experience
1 year to less than 2 years