financial advisor associate
Hourly rate: members only
Availability: members only
Willingness to travel: At home
Professional status: Student
Last updated: Mar 28, 2025
Total work experience: 1 year(s)
Language skills:
Personal summary
Increased client satisfaction rating by 8% in my first start Presented financial planning seminars to existing and prospective clients. Discovered undervalued investments and identified long term sustainable growth. Provided high quality investment guidance to clients based on their needs, goals, and lifestyle. Contributed to a productive and happy work environment, dedicated to the satisfaction of the client Education: College/University in Business