Financial professionals make a positive impact by helping clients secure financial protection, manage risks, and gain peace of mind in uncertain times

Positive Impact on Society

Greatitude Consultancy

<ins>Our Journey</ins>: Shaping a Future of Financial Security and Prosperity &nbsp;&nbsp;&nbsp;&nbsp;

In 2012, we brothers made a decisive leap into the financial services industry, bringing together diverse expertise from various educational backgrounds and corporate experiences.
Despite being new to the industry, we were driven by a clear mission: to empower individuals with the knowledge and tools necessary to secure their financial future and live life to the fullest.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
From the beginning, our approach has centered on promoting financial security and well-being, starting with those closest to us—our friends and families. This foundation has shaped our core values and commitment to delivering personalized solutions for each client we serve. We believe that everyone deserves to live a life of fulfillment, and we’ve made it our priority to ensure that the individuals we work with are equipped to achieve just that.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
As we continue to grow, we are seeking dedicated professionals who share our passion for helping others and are eager to be part of a purpose-driven organization.&nbsp;
Join us in our journey to make life great for everyone we touch. Visit us at our INSTAGRAM: greatitudeag / FACEBOOK: Greatitude Advisory Group to find more about us and let us show you how it's done.

ABOUT US

VISION
<ul>
<li>To become a diverse and preferred advisory group serving the community.</li>
</ul>
 MISSION
<ul>
<li>To guide our clients to confidently navigate life's uncertainties and become wealthy through innovative financial solutions to ensure peace of mind for generations to come.</li>
<li>To foster a culture of excellence and collaboration where advisors are inspired to reach their fullest potential and make a positive impact in lives</li>
</ul>
 CORE VALUES
B Boundary&nbsp;&nbsp;&nbsp;
R Reliability&nbsp;&nbsp;&nbsp;
A Accountability&nbsp;&nbsp;&nbsp;
V Vault&nbsp;&nbsp;&nbsp;
I Integrity&nbsp;&nbsp;&nbsp;
N Non Judgment&nbsp;&nbsp;&nbsp;
G Generosity

VISION & MISSION

Key Responsibilities:
Prospecting for new clients and new business Providing professional consultation/advice to prospective clients Providing financial solutions through holistic financial planning: Risk management, investment &amp; estate planning Opportunity to develop management and leadership skills

This job is an internship in sales and marketing where you&#x27;ll prospect for clients, provide financial solutions, and develop leadership skills. You might like this job because it offers hands-on business experience and growth opportunities.

Communication

Sales Prospecting

Public Relations

Key Responsibilities:
Prospecting for new clients and new business
 Providing professional consultation/advice to prospective clients
 Providing financial solutions through holistic financial planning: Risk management, investment and estate planning 
 Opportunity to develop management and leadership skills

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