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Financial Services Professional
Prospecting for clients on a referral basis within clearly defined markets
Developing and maintaining long-term relationships with clients
Listening empathetically, gathering facts, analyzing needs and making responsible recommendations
Expanding personal knowledge and skills through joint work with fellow associates
Integrity and a strong work ethicDesire to succeedConfidence and resiliencyAmbition, high energy and excellent interpersonal skillsThe ability to create and share a visionA track record of setting goals and meeting/exceeding themDrive to work hard for long-term rewardThe ability to motivate and inspire othersExperience in Four-year undergraduate degree (e.g. Business, Marketing, Finance) Business, sales, marketing, financial services and/or planning, accounting, banking,...
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