Sentences with phrase «client financial abilities»

Common work activities seen on a Real Estate Associate resume example are determining client needs, performing market analysis, assessing client financial abilities, helping clients to purchase properties under the best terms, intermediating negotiation, and promoting available properties.

Not exact matches

But critics in the financial services industry say the rule would limit the ability of advisers to service clients who can not afford to pay for financial advice and must use products that carry commissions or other indirect costs.

«It's easier for an algorithm to determine someone's financial ability to take risk, but it's a whole lot more difficult to determine a client's emotional ability to take risks, and that's probably where a financial advisor has an advantage over a computer,» said Stammers.

Financial planners are also tested for their ability to empathize with clients, whose finances may reflect difficult personal circumstances.

Forward - looking statements may include, among others, statements concerning our projected adjusted income (loss) from operations outlook for 2018, on both a consolidated and segment basis; projected total revenue growth and global medical customer growth, each over year end 2017; projected growth beyond 2018; projected medical care and operating expense ratios and medical cost trends; our projected consolidated adjusted tax rate; future financial or operating performance, including our ability to deliver personalized and innovative solutions for our customers and clients; future growth, business strategy, strategic or operational initiatives; economic, regulatory or competitive environments, particularly with respect to the pace and extent of change in these areas; financing or capital deployment plans and amounts available for future deployment; our prospects for growth in the coming years; the proposed merger (the «Merger») with Express Scripts Holding Company («Express Scripts») and other statements regarding Cigna's future beliefs, expectations, plans, intentions, financial condition or performance.

, a digital advisory service that offers free financial management tools and the ability for clients to work online with a financial planner.

Wes is also a partner at Wela, a digital advisory service that offers free financial management tools and the ability for clients to work online with a financial planner.

International finance firms are building up operations in the EU to ensure they can continue to serve clients if their London operations lose the ability to operate across the bloc - known as the EU financial «passport» - once Britain leaves.

Financial advisors vary in the way they structure their fees and for some, their livelihood is based on their ability to sell certain investment products to their clients.

In that sense, an advisor's ability to keep their client stick to their long - term financial plan, and thereby skirt irrational, emotional decisions, is worth 2.0 %.

The main ideas that lies behind the 10Markets is the ability to offer clients with one of the most advanced online options for retail financial trading that is at the same time user friendly and easy to use.

We are a community bank with the unique ability to offer a full array of financial services to our clients throughout our market area.

Putnam Leasing offers our clients the ability to lease this fantastic one - of - a-kind car while benefiting from the financial flexibility and tax advantages that our leasing programs offer.»

The Financial Times, a newspaper I greatly admire, today began a series that will chart «Amazon's ability to reinvent industries, drawing on over 50 interviews with former employees, clients, software providers, rival retailers, academics, bankers, and consultants.»

Debt affiliate programs give your business the ability to help clients with their financial problems and credit issues.

When my clients ask me to list the most important ingredients required when looking to create and maintain a stress - free retirement plan, I explain to them that there are three basic financial requirements: a guaranteed income which they can not outlive; little or no risk of losing their money / savings, and the ability to grow their money through participation in a growing stock market and NOT a receding stock market.

Wes is also a partner at Wela, a digital advisory service that offers free financial management tools and the ability for clients to work online with a financial planner.

Thus consultants and financial advisors may wish to help put into place an investment governance structure that discourages clients from tactically allocating their positions unless they are financially very educated and demonstrate the ability to overcome the behavioral bias for trend - chasing.

We raise clients credit scores by a substantial amount ensuring their financial freedom and giving them ability to get their much needed loans.

So, be aware of withdrawal provisions on your investments, both the formal ones listed in the prospectus or its equivalent, and the informal ones where ability to withdraw is suspended as a matter of fairness to all clients, and / or protecting a business at a financial firm (though risking lawsuits in the process).

Traits that are needed for this job are usually good people skills like strong communication ability and the ability for clearly and understandably explaining complex financial strategies to clients, analytical thinking.

«We look forward to providing our clients with key product enhancements that are important to them, such as direct access for a participant's financial adviser, paperless account opening, online fixed income trading, and the ability to trade through multiple channels.

All applicants should look at themselves as team players and advocates for the best patient care while being cognizant of our clients» wishes and financial abilities.

Just as economists spoke of the «jobless recovery» from the Great Financial Crisis, forward - thinking law firm leadership will embrace «lawyerless growth»; the ability to grow revenue and serve more clients with the same number of lawyers.

She has advised clients in a number of sectors, including financial services, rail, charitable, retail and hospitality and legal and is valued by clients for her ability to provide clear and succinct advice.

«Our clients will greatly benefit from Dennis» experience and abilities in defending financial institutions and loan servicers, particularly as it relates to student loans.»

Our clients are the most innovative firms and institutions across the financial markets, and rely on us for our ability to provide solutions to their most important legal and business issues.

This is the ultimate achievement of a diverse, high performing team: the ability to combine with similar teams on the client side to dramatically improve financial results, create new opportunities for diverse populations, and increase loyalty between individual lawyer, firm, and client.

Work to achieve your client goals within their financial and emotional abilities and time constraints.

«I have to make a living completely based on my ability to find realtors, mortgage brokers, financial planners, and professionals willing to refer clients to me.

«Close collaboration with our new colleagues in China combined with Dentons» deep understanding and engagement in key sectors of the Canadian economy — including energy; mining; financial services; construction, P3 and infrastructure; real estate; and technology, media and telecommunications — will greatly strengthen our ability to serve clients who are involved in the Canadian economy wherever they may be,» he added.

Your ability to collect what you billed is not only a financial indicator but quite often it is a measurement of your client's satisfaction with the work product.

When looking for a personal injury lawyer, make sure he or she is part of a firm that has the financial ability to front the significant costs associated with a personal injury case without asking for money from the client.

Their practice will broadly diversify our preeminent Capital Markets practice and enhance our ability to serve our clients at the highest level across various industry sectors such as life sciences, financial institutions, consumer and media.»

As trucking companies and insurance corporations frequently contest these claims to preserve their financial assets, our ability to quickly cite FMCSA regulations and thoroughly investigate unique evidence pertaining to the trucking industry allows us to craft effective cases for our clients.

Our success as a business with our financial planning clients has come from our ability to convey complex solutions to clients in an easily understood format.

Potential clients are screened for suitability to the Collaborative Model, ability to resolve matters within the allocated time frame, and must fall under the financial thresholds for admittance to the Project.

There are also rating agencies such as AM Best that act as external market guides to the strengths of insurance companies and they will independently evaluate firms in terms of many different factors including their ability to meet claims and benefits, their approach to financial management and risk analysis as well as other client facing expectations and experiences.

Ability to complete a condensed training in federal regulations, scholarships and financial aid, and client service skills.

The Person: - Experienced Recruitment Consultant from a professional sector - Must have a genuine interest in moving into the Financial sector - Will need a solid CV and a good track record in their market - Will need to have a credible and professional approach - Ability and track record of developing new business and existing client relationships - To be part of a new and growing business - To be able to add value

I bring quantitative and knowledgeable expertise in the ability to oversee all investment and / or hedge fund initiatives, and bring broad based business acumen and client relations expertise that garners customer loyalty, capable of confidentially handling any and all financial initiatives as a trusted leader.

Notice in the second paragraph that the applicant mentions communication abilities as well as financial skills and tells how they helped encourage sales and attract new clients.

If you are looking for an experienced and dedicated Financial Services Associate who will amplify commitment, trust and confidentially as well as someone with the ability to identify and assist in clients» financial futures, look noFinancial Services Associate who will amplify commitment, trust and confidentially as well as someone with the ability to identify and assist in clients» financial futures, look nofinancial futures, look no further.

Like insurance and risk, financial planning is a people profession, so strong communication skills are needed, along with commercial awareness and the ability to translate often complex financial data into simple language for your clients.

FactSet's world - class service is built on our employees» ability to engage our clients through proactive consultation on the financial industry and FactSet's sophisticated software and product offerings.

The Role: • Working with both candidates and clients placing Doctors into Locum roles across the UK • Developing new business and generating your own leads • Resourcing own candidates • Negotiating and agreeing the terms and conditions relating to the assignment • Achieving both KPI and financial revenue You'll have: • A strong understanding of the healthcare / medical sector, particularly within temporary, contract, and locums — but will look at other markets • A proven track record of working as a 360 Recruiter • Proven ability to build & develop client relationships • Accomplished in sourcing passive candidates who are not on the open market • Ambitious, hardworking & self - motivated to succeed in sales where you are measured on results Are you the right person for the job?

Successful example resumes in the field focus on skills like knowledge of bank operations and financial products, leadership, client relationship cultivation, training abilities, and strategic planning.

Common tasks of a Financial Services Associate include selling insurance and other financial products, analyzing clients» ability to pay, making sales presentations, attracting new customers, and cultivating customer relatFinancial Services Associate include selling insurance and other financial products, analyzing clients» ability to pay, making sales presentations, attracting new customers, and cultivating customer relatfinancial products, analyzing clients» ability to pay, making sales presentations, attracting new customers, and cultivating customer relationships.

Proven leadership and team - building skills, coupled with the ability to direct strong teams in managing client relationships and providing financial solutions.

Investments, utilizing over 12 years experience working as a financial advisor and strong ability to provide investment and portfolio management advice to clients.