needs. Identify new business opportunities and develop and Implement strategies, and manage individual relationships. Key Accountabilities: • Source, develop and cultivate your own client base by networking financial planning advice to “retained” clients • Develop and implement strategies to obtain and manage business
financial services. Our intense training and development will take your career to new heights by giving
aspirations and challenges on a personal level. Develop Customized Plans : Craft personalized financial : Keep abreast of industry trends and market developments to provide clients with the most current and
aspirations and challenges on a personal level. Develop Customized Plans : Craft personalized financial : Keep abreast of industry trends and market developments to provide clients with the most current and