The role involves empowering clients through a structured six-step financial planning process to address their investment, life insurance, and estate planning needs
Job Summary
The role involves empowering clients through a structured six-step financial planning process to address their investment, life insurance, and estate planning needs.
Advisers are expected to maintain ongoing Fit and Proper status while conducting regular reviews of client portfolios to ensure continued suitability of solutions.
The position requires managing a practice that includes supervising assistants, ensuring strict compliance with FAIS and FICA regulations, and meeting sales growth targets.
Matching Summary
The role involves empowering clients through a structured six-step financial planning process to address their investment, life insurance, and estate planning needs.