reap the rewards. Start your own professional financial planning practice under the prestigious Liberty Activities: Provide an advice-based approach to financial solutions. In this profession, new business development Provide holistic financial planning and investment advisory services. Present financial strategies and and execute retirement plans. Implement risk management and tax planning strategies. Develop and implement corportate/business solutions Coordinate estate planning. Manage client relationships. Identify and cultivate new
reap the rewards. Start your own professional financial planning practice under the prestigious Liberty Activities: Provide an advice-based approach to financial solutions. In this profession, new business development Provide holistic financial planning and investment advisory services. Present financial strategies and and execute retirement plans. Implement risk management and tax planning strategies. Develop and implement corportate/business solutions Coordinate estate planning. Manage client relationships. Identify and cultivate new
trends. Reporting to the Senior Regional Sales Manager. Profile Requirements A valid driver's license within the financial technology industry/ banking industry. Strong knowledge of financial technology mindset. Familiarity with Customer Relationship Management systems and sales analytics tools.