佛山招聘

职位描述：
Our financial representatives and advisors help clients meet a full spectrum of financial security needs, including wealth and income protection, education funding, retirement planning, investment advisory services, trust and private client services, estate planning and business planning.

Through a distinctive planning process, our financial representatives help clients identify their goals and develop a personalized plan using a wide range of insurance and investment solutions, including life, critical illness, and long-term care insurance; global funds, real estates, and land opportunities; investment immigration.

Convoy's mission differentiates you in the marketplace and enables you to meet important client needs. We don't just sell products - we help clients achieve financial security. The unique client approach begins with building relationships with clients and understanding their needs.

Convoy is a unique community that helps financial representatives and advisors thrive by providing:
*Support from the managing partner, network office, and the home office
*Formal training, peer support, and professional credentialing
*Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management
*Strong referral network that can generate exceptional income potential

Promotion prospect:
1. Flexible working hours
2. Enjoying Hongkong and Guangzhou 14 public paid holidays.
3. Providing professional training system.
4. Working with financial experts.
5. Providing resources of CFA、CFP and FRM test.
6. Rewarding domestic or international travel incentives. 举报 分享

康宏财富投资管理（北京）有限公司广州分公司诚聘