Pru Life UK
A Financial Advisor provides clients with guidance on financial planning, investments, insurance, retirement, and wealth management. They assess clients’ financial needs and help them make informed decisions to achieve their long-term financial goals. Key Responsibilities:...
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Explains the type of financial services to clients, assess the client's financial situation, develops financial strategies and monitor client's financial situation. A Financial Advisor provides clients with guidance on financial planning, investments, insurance, retirement, and...
Risewave Consulting Inc
Key Responsibilities: - Prepare and conduct distributor investigations, including reporting to Distribution Compliance Office (DCO) and - Compliance and Ethics Committee on the results of investigation, and recommending any applicable sanctions. - Manage DCO-related registries...
Investing Right
Meet with clients face-to-face or online for consultations on financial planning and investment strategies Develop a strategize financial plans to help clients achieve their goals Evaluate and recommend insurance products that are tailored fit to...
