Financial Planner - [HCA-880]

Financial Planner - [HCA-880]

05 Feb
|
Recognized company
|
Kadapa District

05 Feb

Recognized company

Kadapa District

Job Description



Financial Planner Job Responsibilities:



Provide financial planning and investment advisory services.

Research and present investment strategies.

Develop and execute retirement planning.

Implement risk management and tax planning strategies.

Coordinate estate planning.

Manage client relationships.

Identify and cultivate new clients.

Develop and grow a book of business.



Open, transfer, and manage client accounts.

Prepare financial policy and procedure documentation.

Identify financial process improvement.

Generate and process paper and electronic documents.

The original job offer can be found in Kit Job:
https://www.kitjob.in/job/21072667/financial-planner-hca-880-kadapa-district/?utm_source=html

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