Financial Planner position at Xcel Energy, San Jose, Costa Rica
Job description
Financial Planners help clients achieve their financial goals by providing personalized financial advice and investment strategies. They assess clients financial situations, develop financial plans, and offer recommendations on savings, investments, and retirement planning.
Job skills
Financial planning Investment strategy Retirement planning Tax knowledge
Responsibilities
Assist clients with financial planning, investment strategies, and retirement planning. Conduct comprehensive financial assessments. Provide personalized financial advice and recommendations.
Company Hiring
- Xcel Energy
Location
- San Jose
Country
- Costa Rica
Work Type
- Contract
Application
Last day to apply : 2022-01-04
This position is no longer available
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