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individuals with sound advice regarding their financial planning and investments. Duties: Meeting individually understand their needs and develop a solid financial plan Guiding clients towards a profitable and secure
individuals with sound advice regarding their financial planning and investments. Duties: Meeting individually understand their needs and develop a solid financial plan Guiding clients towards a profitable and secure
individuals with sound advice regarding their financial planning and investments.
Duties:
understand their needs and develop a solid financial plan
Audit files
finance
(Responsibilities):
Leadership to coordinate functions in Strategic Financial Planning | Financial Team Management | Administrative
•Degreed Preferable (Bcom / BSc/ B. Proc) – Financial Planning/Life Insurance •Proficient in EXCEL and PowerPoint
•Degreed Preferable (Bcom / BSc/ B. Proc) – Financial Planning/Life Insurance •Proficient in EXCEL and PowerPoint