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Strategic Financial Planning Specialist

Company

Self-employed
Address United States
Employment type PART_TIME
Salary
Expires 2023-09-25
Posted at 8 months ago
Job Description
  • Provide financial literacy education to potential clients and develop potential market as needed
  • Follow up with the financial institutions regarding the clients' applications
  • Conduct interview and perform analysis on the potential clients' portfolio and make recommendation to help potential clients' fulfill their financial mid to long term goals