Build and manage a database of HNI clients
Organize financial awareness events and webinars
Set up 1-on-1 meetings with professionals like doctors
Partner with hospitals and associations for collaborations
Attend and host events to promote financial planning
What We're Looking For:
Great communication and networking skills
Confident and self-motivated
Open to travel for meetings and events
Quick learner with a positive attitude
Well-organized and able to manage multiple tasks
(No finance background needed--we'll train you!)*