Elite Financial Advisors

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TYPE OF WORK

Full Time

WAGE / SALARY

25,000-75,000

HOURS PER WEEK

TBD

DATE UPDATED

Nov 25, 2019

JOB OVERVIEW

- Conducts Financial Health Review to clients to help them understand their financial circumstances and needs
- Provides Financial Planning support and advise clients on how to achieve their financial objectives
- Conducts seminars and workshops on financial planning
- Discuss investment strategies to clients like estate planning, protection planning, retirement accumulation and distribution tactics.

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