Financial Consultant Job in Millbrae, California Us

 Establish value-added relationships with customers, to understand their financial needs and to offer solutions for those needs:   Able to meet the needs of the customers, understand their financial needs and offer solutionsAble to protect assets from unexpected/large scale healthcare expense and from estate taxesInclude funding for a secure retirement, child’s or grand child’s educations, and growth above inflation and taxesProspect within the financial institution by establishing relationships with customer contact associates to find appropriate customers and introduce themEngage in activities Read more […]

November 24, 2008 • Tags: , • Posted in: General • Comments Off on Financial Consultant Job in Millbrae, California Us