Other Professional Occupations in Business, Finance, and Insurance X Required Skills: Life Planning

2 matching jobs found.

Independent Financial Advisor (IFA)

A professional who supports customers' asset management and life planning from a neutral position independent of financial institutions and proposes the optimal financial products.

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.