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Financial Consultant
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Financial Advisor
Manulife • Tiempo completo
Dec 2018 - Nov 2025 • 6 yrs 11 mos
Conduct financial assessments and analyzes clients’ financial situations. Develops personalized financial plans and investment strategies. Monitor and adjust client portfolios as market conditions change. Educates clients on financial products and services. Agency social media management. Running Facebook advertisements that lead to a sales funnel for leads Generate new business through networking, referrals, and client presentations