©2019 by Idolplanner Co., Ltd.

Business Meeting

FINANCIAL PLANNER

We’re looking for energetic and passionate individuals with entrepreneurs spirit who embrace new challenges and love to make positive impacts to the community! 

Descriptions
• Assess the financial needs of individuals 
• Recommend investments to match the clients’ goals
• Help clients plan for their short and long-term financial goals
• Advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement

Qualifications 
• Bachelor’s or Higher Degree 
• 24-35 years old
• Minimum 1-2 years working experience, in financial field is a plus
• Possesses good interpersonal, communication, and listening skills
• Capability to explain complex information simply and clearly
• Ability to work and establish relationships with clients