Job post time
Search query: Financial Advisor
part-time, telecommuting, flexible profession
OverviewJM12FinancialAdvisorFinancial Advisor, Birmingham: Leads ProvidedSalary- CompetitiveIntroduction FPSG have an exciting opportunity for a Financial Advisor based in Birmingham. The role sits within a leading Independent Financial Advisor and offers the chance to start a new and challenging role within an established business. Our client is a highly successful, directly authorisedRead more...
Multi-lingual Client Services Representative - Italian, Spanish, French sought by leading Brokerage. Responsibilities:Act as primary service contact to top-tier clients, including hedge funds, financial advisors, broker-dealers, and exchanges.Build relationships and understand client needs through quality service.Problem management with focus on wide scale service issues. (Trade and margin analysis, API trading,Read more...
-Taking phone calls from Customers;-Assisting customers through chat and emails;-Answering questions about the product or service;-Ensuring customer satisfaction.
Job Description:Meet with clients in person to discuss their financial goalsExplain the types of financial services they provide to potential clientsEducate clients and answer questions about investment options and potential risksRecommend investments to clientsHelp clients plan for specific circumstances, such as education expenses or retirementRead more...
AXA Philippines is a joint venture of AXA Global and Metrobank and now ranks 2nd among insurance companies in the country in only a span of 18 years.
To help their clients plan for their short and long-term financial goals. These goals may include retirement and education.To provide investment, tax and insurance advice to clients.To advise people, he or she also spends a lot of time growing a client base.
Our team of financial professionals provides knowledgeable, objective financial advice and customized strategies to consumer segments that demand the highest-quality service.You will have the opportunity to optimize your excellent interpersonal skills to perform face-to-face needs analysis with potential clients. As a result, you will be developing strategic and trusted long-termRead more...