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  • Job View 714 Views
  • Applicants Less than 5 Applicants
  • 2016-11-13

Job Description

Prepares financial and business related analysis and research.

Draft consolidated forecasts and budgets and analyzes trends in revenue, expense, capital expenditures and other related areas.

Develop financial review templates and meetings.

Devise debt liquidation plans that include payoff priorities and timelines.

Explain to clients the details of financial assistance available to college and university students, such as loans, grants, and scholarships.

Implement financial planning recommendations.

Determine clients' current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.

Monitor market trends.

Make recommendations in areas such as areas as cash management, insurance coverage, and investment planning.

Sell financial products.

Review clients' accounts and plans regularly to determine life changes that would affect financial strategy.

Collect information from students to determine their eligibility for specific financial aid programs.

Convene with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients' financial goals and circumstances.

Open accounts for clients and disburse funds according to financial goals.

Key Skills

  • 1. Communications And Interpersonal Skills A Financial Planner Needs To Solicit New Businesses
  • Network With Associates
  • And Maintain His Or Her Relationship With Clients. Therefore
  • The Ability To Relate To People And Find Common Grounds Is Crucial

Functional Area

Accounting / Auditing / Taxation

Number of Vacancy




About Indian Jobs Sea Recruitment and Placement Consultants

General Business Activities Indian Job Sea Recruitment & Placement Consultants Has Been Established as a Recruitment & Placement Company in West India. Our Traditional Business Model is Based On the Accomplishment of Manpower Supply in the Recruitment & Placement Markets in India. the Revenues of Our Company are Expected to Be Nearly Inr 500,000 per Month Depending On the Variables that are Factored in with Investments in the Recruitment & Placement Industry.rn rnthere is a Great Need for Certified or Official Bank Checks in the Future to Deal with Some Recruitment & Placement Transactions. in Addition to Recruitment & Placement Investments, the Company is Seeing Advisors to Guide to Invest Portions of Its Assets in the Purchase and Sale of Securities such as Stocks and Bonds as Well as Forex Trading On Global Markets.

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