Financial Advisor

Service Description

Financial Advisor help clients create viable plans for managing their finances relative to individual and family situations. During the early stages of their careers, financial advisors spend considerable time and energy filling out their client rosters by prospecting for new customers. They meet with prospects and try to convince them to sign on as clients. They engage established clients and interview them to assess their risk tolerance and financial goals. Financial advisors recommend a mix of investments, including stocks, bonds, mutual funds, and real estate, to help clients reach their goals for college savings, retirement, and wealth building. They recommend an allocation of assets consistent with the risk tolerance of clients and their life stage.

Contact Details

• 0903 850 7632

  info@PasscomNigeria.com