The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- Sell commerical/personal insurance and investment products to small and mid-size business owners
Qualifications
- Have an entrepreneurial spirit and a desire to be successful
- Be eager to help people and excited to build long-term relationship with your clients
- Have excellent communication skills
- Must have bilingual skills-English/Chinese
- Pay: $20,000-$100,000 (commission)
