Sentences with phrase «opportunity as a financial planner»

Not exact matches

To frame the analysis, he defines two types of investment opportunity search: (1) informal (use of magazines, newspapers, online services and friends or relatives); and, (2) professional (use of experts such as accountants, financial planners and brokers).

Immediately after joining us as a client here in Motley Fool Wealth Management, you'll be given the opportunity to schedule a complimentary one - on - one onboarding phone session with one of our highly experienced financial planners.

Which is notable both that major investors now see the upside of «robo» platforms as expanding them back into human advisors, and also because if it works it could dramatically alter the landscape for 401 (k) rollovers by making those assets «advised» by a comprehensive financial planner before they ever become a rollover opportunity in the first place!

Seeking an opportunity to work as a financial planner in an organization where my knowledge and skills will be utilized

I am seeking for a getting an opportunity in a prestigious financial firm or organization where my experience and skills as a financial planner can be utilized positively in achieving the objectives and business goals.

The role of the CDLP is to help not only the divorcing client but the attorney and financial planner understand the opportunities available as well as the challenges divorce can bring to mortgage financing during and after the divorce.

Acting as a planner allows me the opportunity to explain the implications of a financial settlement, then over time implement and monitor strategies to help achieve the financial goals that are most important to my client.