Financial Advisor- Bilingual English/Mandarin - San Marino, CA
4 days ago
Job summary
Provides retirement planning strategies for clients by assessing the client's past present and future financial needs objectives and requirements Meets needs by proactively building relationships with clients providing ongoing advice and drawing on the range of available R&I products Initiates and proactively cultivates relationships with bank partners including Branch Managers others.
- Provides retirement strategies for client's needs by collecting and analyzing client financial data to determine which products best meet the client's retirement needs
- Maintains an in-depth knowledge of the Bank's products and offerings promotes these products amongst clients as appropriate.
Benefits
Job description
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