Physical Stamina & Endurance × Career Path: Financial Planner
3 matching jobs found.
Financial Planner
A professional who utilizes specialized knowledge in asset management, insurance, taxes, pensions, inheritance, etc., for individuals and corporations to propose asset planning and risk countermeasures based on the customer's life plan.
Insurance Broker
A professional who compares and proposes products from multiple insurance companies and mediates customer contract procedures.
Recurring Investment Counter Staff
A job that involves selling and consulting on accumulated investment products (such as investment trusts) to customers.