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Financial Planner Attivo

5.0 - 9.0 years

0 Lacs

maharashtra

On-site

As a Lifestyle Financial Planner at Attivo, you will have the opportunity to work with a privately owned company that prioritizes the best interests of its clients and employees. Our transparent, open, and honest approach fosters trust with clients and helps them gain financial confidence. Your role will involve providing high-quality tax and Lifestyle Financial Planning services to clients, building strong client relationships, and maximizing new business opportunities while retaining existing clients. You will represent Attivo as an ambassador, embodying the company's core values and behaviors. A key aspect of the role is managing an existing client bank, with most interactions being virtu...

Posted 3 months ago

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