Raymond James Ltd. 請 Financial Planner – IFS
公司:Raymond James Ltd.
職位:Financial Planner – IFS
工作內容
· Prepare and deliver basic to complex financial plans for clients;
· Conduct client meetings on a case by case basis;
· Respond to internal phone calls and e-mails related to any financial planning queries and strategies;
· Develop professional relationships with external experts (i.e. professional accountants, lawyers, service vendors, etc.) to co-ordinate action plans on complex planning matters;
· Maintain financial planning professional practice standards including training, development, and codes of conduct; and
· Assist in building and attracting new clients.
想了解更多職位信息,咨詢請通過微信號onlineservice168
我們的在線小助手會第一時間與您聯系。謝謝!
168 Consulting與諸多大型金融會計IT工程類的公司有長期的合作,也提供在線的應聘指導咨詢。我們線上的導師都是各個行業內的在職精英,並有修改簡歷求職信,面試輔導,模擬面試,職業咨詢,推薦工作的相關經驗。請關注我們的公眾號,將有定期的各大行業的講座,更多的內推的機會也在等著您~
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職位:Financial Planner – IFS
工作內容
· Prepare and deliver basic to complex financial plans for clients;
· Conduct client meetings on a case by case basis;
· Respond to internal phone calls and e-mails related to any financial planning queries and strategies;
· Develop professional relationships with external experts (i.e. professional accountants, lawyers, service vendors, etc.) to co-ordinate action plans on complex planning matters;
· Maintain financial planning professional practice standards including training, development, and codes of conduct; and
· Assist in building and attracting new clients.
想了解更多職位信息,咨詢請通過微信號onlineservice168
我們的在線小助手會第一時間與您聯系。謝謝!
168 Consulting與諸多大型金融會計IT工程類的公司有長期的合作,也提供在線的應聘指導咨詢。我們線上的導師都是各個行業內的在職精英,並有修改簡歷求職信,面試輔導,模擬面試,職業咨詢,推薦工作的相關經驗。請關注我們的公眾號,將有定期的各大行業的講座,更多的內推的機會也在等著您~
提示:
聯系信息
發布者: | 168OnlineCareer |
電話: | (647) 349-8804 |
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