Assistant
PHYSIOCARE FZ LLC
Total years of experience :6 years, 0 Months
Assess the financial needs of individuals and help them with investments (such as stocks and bonds), tax laws, and insurance decisions. Helping clients plan for short-term and long-term goals, such as education expenses and retirement, recommending investments to match the clients' goals.
Sales, Customer Service, and Handles Customer’s Accounts
9 units done