Partners with Financial Advisors to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis
Job Summary
Partners with Financial Advisors to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis.
Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals.
Continuously monitors clients’ financial situations with detail and accuracy, with the ability to look at their overall financial picture.
Matching Summary
Partners with Financial Advisors to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis.