Financial Advisor

JOB DESCRIPTION: *Daily Sales Activities *Daily Prospecting and Approaching *Schedule Client Meetings via online or face-to-face *Conduct Financial Needs Analysis and recommend customized solutions *Completion of requirements for client's insurance applications *Strengthen customer relationships through after-sales servicing PROFESSIONAL DEVELOPMENT: ...

Position Overview:A Financial Advisor is a professional who provides personalized financial guidance to clients to help them achieve their short- and long-term financial goals. This includes advising on investments, savings, retirement planning, tax strategies, and insurance products. They build strong relationships with clients to understand their needs,...

Position Overview: A Financial Advisor is a professional who provides personalized financial guidance to clients to help them achieve their short- and long-term financial goals. This includes advising on investments, savings, retirement planning, tax strategies, and insurance products. They build strong relationships with clients to understand their needs,...

Position Overview: A Financial Advisor is a professional who provides personalized financial guidance to clients to help them achieve their short- and long-term financial goals. This includes advising on investments, savings, retirement planning, tax strategies, and insurance products. They build strong relationships with clients to understand their needs,...

JOB DESCRIPTION:*Daily Sales Activities*Daily Prospecting and Approaching*Schedule Client Meetings via online or face-to-face*Conduct Financial Needs Analysis and recommend customized solutions*Completion of requirements for client's insurance applications*Strengthen customer relationships through after-sales servicingPROFESSIONAL DEVELOPMENT: *Complete all...

- Provide assistance on financial planning to clients for their short or long term goals. - Share the different insurance products of the company to the clients according to their needs and requirements. - Evaluate client's financial level of risk and provide solution. - Open to FULL TIME & PART TIME applicants - FRESH GRADUATES are welcome AGENCY INITIAL...

- Provide assistance on financial planning to clients for their short or long term goals. - Share the different insurance products of the company to the clients according to their needs and requirements. - Evaluate client's financial level of risk and provide solution. - Open to FULL TIME & PART TIME applicants - FRESH GRADUATES are welcome AGENCY INITIAL...

Job Description:-Identify and pursue potential clients to maintain a strong client base-Offer strategic advice on products and services, such as investments, insurance coverage and debt management tools-Maintain compliance with all rules and regulations in the financial industry-This job is commission-based, hence a high potential incomeBasic...

Job Description: -Identify and pursue potential clients to maintain a strong client base -Offer strategic advice on products and services, such as investments, insurance coverage and debt management tools -Maintain compliance with all rules and regulations in the financial industry -This job is commission-based, hence a high potential income Basic...

Job Description: -Identify and pursue potential clients to maintain a strong client base -Offer strategic advice on products and services, such as investments, insurance coverage and debt management tools -Maintain compliance with all rules and regulations in the financial industry -This job is commission-based, hence a high potential income Basic...

Job Posting: Bookkeeper Shift: AU Business Hours Position Type: Full-time - Remote Key Responsibilities: • Manage Xero: bank feeds, reconciliations, BAS/IAS, and financial reports. • Handle Accounts Payable & Receivable: payments, invoicing, and schedules. • Oversee Payroll: onboarding, processing, reporting, and compliance. • Prepare financial...

Job Posting: Bookkeeper Shift: AU Business Hours Position Type: Full-time - Remote Key Responsibilities: • Manage Xero: bank feeds, reconciliations, BAS/IAS, and financial reports. • Handle Accounts Payable & Receivable: payments, invoicing, and schedules. • Oversee Payroll: onboarding, processing, reporting, and compliance. • Prepare financial...

- Provide assistance on financial planning to clients for their short or long term goals.- Share the different insurance products of the company to the clients according to their needs and requirements.- Evaluate client's financial level of risk and provide solution.- Open to FULL TIME & PART TIME applicants- FRESH GRADUATES are welcomeAGENCY INITIAL...

Job DescriptionAs a Financial Advisor at PRU LIFE UK, you will play a vital role in helping clients achieve their short- and long-term financial goals. Your expertise will be sought after to provide personalized guidance on investments, savings, retirement planning, tax strategies, and insurance products.Key Responsibilities:Build strong relationships with...

About Atticus Advisory Solutions IncWe are a team of world-class accountants, tax advisors, and financial strategists focused on helping growing businesses achieve their goals. Our clients are primarily software as a service (SaaS) companies, other technology firms, and government contractors - they all seek fine-toothed financial clarity to confidently...

BLACK ORCAS is looking for more teammates! Work Anywhere available!Welcome to FRESH GRADCommission based. Weekly. Any 4yrs college gradWhat will you do-Set appointments-Look for possible prospects-Manage Social Media contentsWhat I’m looking for-Trainable-Can handle work under pressure-dedicated and GOAL orientedWhat’s in it for you?-weekly...

BLACK ORCAS is looking for more teammates! Work Anywhere available! Welcome to FRESH GRAD Commission based. Weekly. Any 4yrs college grad What will you do -Set appointments -Look for possible prospects -Manage Social Media contents What I’m looking for -Trainable -Can handle work under pressure -dedicated and GOAL oriented What’s in it for you? -weekly...

BLACK ORCAS is looking for more teammates! Work Anywhere available! Welcome to FRESH GRAD Commission based. Weekly. Any 4yrs college grad What will you do -Set appointments -Look for possible prospects -Manage Social Media contents What I’m looking for -Trainable -Can handle work under pressure -dedicated and GOAL oriented What’s in it for you? -weekly...

About Atticus Advisory Solutions Inc.We are a team of highly skilled accountants, tax advisors, and financial strategists focused on delivering world-class services to growing businesses. Our clients are primarily SaaS companies, technology firms, and government contractors who require fine-toothed financial clarity to scale confidently.Key Responsibilities...

About Atticus Advisory Solutions IncOverviewWe are a team of world-class accountants, tax advisors, and financial strategists. Our goal is to help growing businesses like yours manage their finances effectively and make informed decisions.Job SummaryAs an Accountant at Atticus Advisory Solutions Inc, you will be responsible for providing expert financial...