What are the job descriptions of financial planner?

Anonymus asked about 2 years ago Edited

Asked In: Job Description


1 Answer


Anushka answered about 2 years ago

<p></p><ul><li>Execute the vision of the company by providing financial planning, insurance and investment services to clients.<br></li><li>Assess client’s overall financial picture and understand their needs to devise an appropriate financial plan<br></li><li>Work with support staff to establish client records and update their files<br></li><li>Maintain ongoing relationships with client, keeping them updates about any changes affecting their finances<br></li><li>Act as liaison to insurance providers and other financial professionals<br></li></ul><p></p>

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