strong knowledge of investments, and can compare products, ROI, and fees. Can work independently. Strong Requirements: 3> years financial planning Discovery product accreditations Discovery Smart Advice and other with a panel of different Advisors -Discovery product knowledge required -Discovery system experience
strong knowledge of investments, and can compare products, ROI, and fees. Can work independently. Strong Requirements: 3> years financial planning Discovery product accreditations Discovery Smart Advice and other with a panel of different Advisors -Discovery product knowledge required -Discovery system experience
client base to drive business efficiency and productivity. Collaborate with clients to identify opportunities mitigate them. Provide input and insights to the product and service development teams based on client feedback