Overview
Looking for part-time work (4 hours/day)
at $8.00/hour ($704.00/month)
Bachelors degree
Last Active
November 24th, 2024 (yesterday)
Member Since
June 3rd, 2023
Profile Description
Financial Consultant (January 2022- present)
• Discussing needs with customers to find out about their income, expenses, insurance, goals, tax situation, risk tolerance, and other details required to create a financial plan.addressing inquiries from clients regarding financial strategies and plans and providing financial guidance.• offering clients financial goals advice in the areas of cash management, investment planning, insurance, and other areas.Regularly reviewing client accounts and plans to see whether changes in financial performance, situational issues, or life or economic circumstances call for plan modifications.•preparing or analyzing income predictions, investment performance reports, and financial document summaries for clients.
putting financial strategies into action or connecting customers with assistance providers.
Top Skills
Marketing » Social Media Management
Experience: Less than 6 months
Professional Services » Management Services » Sales Management
Experience: 2 - 5 years
Office and Administration » Admin Data Processing
Experience: Less than 6 months
Other Skills
Basic Information
- Age
- 25
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- Lipa city, Batangas
- Tests Taken
- IQ
- Score: 116
- Government ID
- Sign Up with Pro Account to View
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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