As Senior Financial Consultants, we supervise and monitor the company consultant’s day-to-day activities to ensure that newly developed financial plans are designed to help clients achieve their short/long-term financial goals based on their specifications. We work with the accounting department to educate our clients on the latest tax reforms and advise them on either selling their assets to avoiding losing more money on taxes or to purchase more assets and go long. We also work with the marketing department to solicit new clients through cold calling, hosting seminars & webinars, emailing, and advertising.
Core tasks:
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