Career Opportunities: Financial Planner - Mexico City - beBeeInvestment

    beBeeInvestment
    beBeeInvestment Mexico City

    hace 4 días

    Título del trabajo: Financial Planning

    Descripción

    Financial Strategist

    The position requires a professional to support clients with personalized financial plans, investment solutions and insurance-based protection strategies. Key responsibilities include:

    • Assist Clients With Financial And Insurance Planning;
    • Serve as Liaison Between Investment Professionals and Clients to Strengthen Relationships;
      Assist in the preparation of accurate financial documents.

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