Full-Time Account Manager
Job Description
- Languages:
English - Education
Secondary (high) school graduation certificate
or equivalent experience
- Experience
1 year to less than 2 years Experience
1 year to less than 2 years
Responsibilities
Tasks
- Identify clients’ financial goals and objectives
- Supervise staff
- Analyze clients’ financial records
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Arrange for sale of financial products and investments
- Underwrite new issues of stocks and bonds
Benefits
Health benefits
- Dental plan
How to Apply
How to apply
Direct Apply
By applying directly on Pink Jobs (Direct Apply)By email
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