FINANCIAL CONSULTANT

 

COMPANY:

 

Wintradefx, inc. a leading investment consultant company in the FOREX market is seeking several candidates to become currency consultants.  Applicants must be prepared for long hours and hard work with very lucrative incentive program for those who succeed.

 

Training will be provided for qualified applicants.

 

Job Purpose:

Helps clients accomplish financial objectives by assessing financial situation; presenting company investment models; monitoring changes in financial status and life circumstances.

Duties:

* Markets services by asking for referrals from current clients; getting clients from direct marketing;meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminar.

* Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.

*Guiding client to establish financial goals; matching goals to situation with appropriate investment model.

* Obtains clients' commitment by explaining proposed investment plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.

* Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; recommending changes in goals and plans.


* Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.

Skills/Qualifications:

Selling to Customer Needs, Informing Others, Analyzing Information, Business Knowledge