account manager
$36.5 per hourFull-time
Right Advice and Investments Ltd.
Overview
Languages
English
Education
- Bachelor's degree
Experience
1 to less than 7 months
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Urban area
- On-site customer service
- Willing to relocate
Responsibilities
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
Experience and specialization
Computer and technology knowledge
- MS Office
Vacancy posted 1 day ago
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