Key Competencies * Integrity * Dependability * Attention to Detail * Concern for Others * Persistence * Analytical Thinking * Self Control * Achievement/Effort * Initiative * Stress Tolerance
Representative Tasks * Answer clients' questions about the purposes and details of financial plans and strategies. * Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. * Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
IndustryGovernment, Manufacturing, Mining Quarrying & Oil & Gas Extraction, Administrative & Support Services,
Job Family Business and Financial Operations
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