As a Financial Advisor, you will assist families and individuals manage their money. You will receive competitive compensation as well as increased earning potential for your services.If you are an experienced professional interested in a new career, then consider Finance/Financial Services with Transamerica Financial Advisor, Inc. This is your opportunity to build a solid foundation with a recognized leader.
- Complete proprietary training of Finance, Wealth Planning/Investment Strategies and Products
- Consult clients on investment strategies based on their financial and investment objectives
- Balance management of referral activities, customer follow-ups and administrative tasks
- Complete continuing finance education, licensing requirements and sales training
- Excellent communication, presentation, time-management and organization skills
- Ability to listen to client needs and provide financial solutions
- Strong community presence with an established network of personal and business contacts
- prior insurance or investments experience plus
How to apply:
公司招聘金融理财顾问
作为金融理财顾问就是针对个人或者家庭在发展的不同时期，依据其收入、支出状况的变化，通过金融专家、税务师、保险师、不动产鉴定师等专家的协助，运用各种金融工具，为客户制订储蓄计划、保险计划、投资对策、税金对策等理财方案，以达到预期的规划目标。
招聘条件：
- 热爱金融行业,对金融行业有相关了解,并具备一定的金融基础知识,以及持续学习金融知识的能力;
- 极强的中高端客户市场开拓能力以及良好的客户沟通能力,关系管理能力以及优秀的营销技巧；
- 诚实守信以及良好的团队合作精神； 迎接挑战的信心和对工作的激情；
- 因理财师是弹性工作时间,需要具备良好的自我时间管理能力；
- 具备生意人经营心态
- 从事过银行客户经理人、信用卡销售、基金销售 、房产销售代表以及其他行业市场销售经验者优先考虑.
有意者联系：
Rosy Zhu
发送英文简历 to: slaterzhu@gmail.com