FINANCIAL ADVISOR CONSULTATIONS & SEMINARS

  • Full Time
  • Doral
  • Salary Guide: $20,000 - $30,000

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MARATHON TECHNOLOGY

Category: Financial Services, Size: 1 TO 4

FINANCIAL ADVISOR CONSULTATIONS & SEMINARS: MARATHON TECHNOLOGY

This is an opportunity for a target driven and enthusiastic individual to become a vital part of the team. MARATHON TECHNOLOGY are looking for someone with the ability to think independently, be creative, and contribute to a supportive environment wherein they can learn new skills. Please visit the website for further information.

Position: Financial Advisor Consultations & Seminars
Location: Doral
Hours: Full Time
Salary Guide: $20,000 – $30,000
Last Updated: 21 November 2022
Job Category: Financial Services

Financial Advisor Role:

A Financial Advisor, or Independent Financial Advisor helps people or businesses organise their finances. Duties include discussing finances and financial goals with clients, developing financial strategies for clients and reporting on financial progress.

Other Duties:

  • Meeting clients and discussing their finances and financial goals
  • Researching financial products for clients and explaining their key features and benefits
  • Negotiating better financial deals with providers on a clients behalf
  • Researching financial law changes and economic trends
  • Reporting their clients financial results and investment progress
  • Supporting investment professionals to cultivate client relationships



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