CHALTRENDS

  Job Description  Financial Planning jobs at AIA Group involve assessing clients' financial situations, identifying their goals, and providing tailored advice. They offer insights into investments, retirement planning, insurance, and wealth management strategies. Client engagement and relationship building are crucial roles, emphasizing the importance of establishing strong relationships with clients. Financial analysis and strategy development are essential roles, analyzing market trends, assessing risks, and developing customized financial plans. Compliance and regulatory adherence are essential, ensuring adherence to industry regulations and maintaining ethical standards. Company Culture and Values  Continuous learning and development are prioritized at AIA Group, with financial planners engaging in cutting-edge training and honing skills to serve clients effectively. The company culture values integrity, innovation, customer-centricity, and excellence, fostering a co...

Financial Planning jobs at Charles Schwab. About Schwab. Charles Schwab Corp is a financial services company offering investment solutions, brokerage accounts, mutual funds, advice, banking, and trust services. It provides fixed income, options, equity trading, margin lending, and cash management services. The company operates in the US, Singapore, the UK, and Hong Kong, and offers customized portfolio management, specialized planning, and banking services. Schwab provides a comprehensive investment management approach, combining technology and human expertise, fostering a strong bond with investors, employers, and advisors, based on our belief in investing power. Job Description  Schwab offers a dynamic, collaborative team committed to transforming the finance industry, empowering career growth and fostering a supportive environment. Joining Schwab empowers you to own your future. Schwab is dedicated to empowering employees for personal and professional success, offering a support...