JOB DESCRIPTION
Determine the company’s expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.


Create financial plans and strategies and giving financial advice.


Advising strategies in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.


Present a strategy that addresses short-term and long-term objectives.


Reviewing client accounts and plans on a regular basis to understand if life or any economic changes, situational concerns, or financial performance necessitate changes in their plan.


Analyzing the received financial data to develop strategies for meeting the company’s financial goals.


Preparing or interpreting financial document summaries, investment performance reports, and income projections.


Implementing financial plans