Education
Bachelor's degree
Tasks
Advise on trust account investmentsIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningArrange for sale of financial products and investments
Experience
1 year to less than 2 years
Employment terms options
Day
Durée de l'emploi: Permanent
Langue de travail: Anglais
Heures de travail: 40 hours per week
