Role of Financial Advisor: * Look for new clients and develop client relationship * Understand clients' needs in terms of risk, investment, retirement and saving management * Evaluate and analyze clients' financial status * Provide financial planning advice for clients * Implement financial plan chosen by clients * Regular reviews for clients and evaluate result of the financial plan
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Look for new clients and develop client relationship
Understand clients' needs in terms of risk, investment, retirement and saving management
Evaluate and analyze clients' financial status
Provide financial planning advice for clients
Implement financial plan chosen by clients
Regular reviews for clients and evaluate result of the financial plan
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