Develop financial plans to help customers achieve long-term and short-term financial goals.
Advise clients on taxes, retirement planning, investments and insurance decisions, depending on their financial goals.
Evaluate how certain life changes and changes in financial status affect clients' financial plans and adjust those plans accordingly.
Participate in project surveys if necessary to provide the most optimal financial advice to customers.
Monitor financial markets and update trends and changes that affect financial decisions.
Build reputation and trust with business and individual customers.
Establish and maintain relationships with accounting and administrative departments, real estate agents, attorneys, and other professionals to verify information as needed.
Research suitable investment opportunities for customers. Request:
Experience in financial consulting.
Proficient in all Microsoft Office tools and software that support synthesis and analysis of financial data.
Ability to analyze data, evaluate and draw conclusions as well as propose creative and effective ideas.