About

Education: Bachelor's degree. Tasks: Identify clients' financial goals and objectives. Analyze clients' financial records. Develop financial plans for clients. Review and examine financial services and institutions to ensure compliance with governing legislation and regulation. Underwrite new issues of stocks and bonds. Assist in the planning and execution of financial statement audits. Complete credit and loan documentation. Research and evaluate loan applicant's financial status, references, credit and ability to repay loan. Experience: 1 year to less than 2 years. Health benefits: Dental plan. Health care plan. Vision care benefits.