Financial Advisor
Posted on:
01/22/13The Financial Advisor devises and executes business development strategies to attract and acquire new clients, analysis clients' financial needs, goals, sensitivity to risk and investment horizon, assesses clients' financial strengths, weaknesses and their key success factors, creates, implements and continually reviews clients' plans that include strategies designed to help them pursue their long term goals, and acts as a steward to the clients' assets and achieve client satisfaction and loyalty through excellent wealth management services.
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