About this role
Education: Bachelor's degree. Work setting: Urban area. On-site customer service. Willing to relocate. Tasks: Identify clients' financial goals and objectives. Supervise staff. Develop financial plans for clients. Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning. Arrange for sale of financial products and investments. Computer and technology knowledge: MS Office. Experience: 1 to less than 7 months.