About the role
- Talk to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan
- Answer client questions about financial plans and strategies and giving financial advice
- Advise strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives
- Review client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
- Analyze financial data received from clients to develop strategies for meeting clients' financial goals
- Prepare or interpret financial document summaries, investment performance reports and income projections for clients
- Implementing financial plans or referring clients to professionals who can help them
- Manage and update client portfolios
- Contact clients regularly to discover changes in their financial status
- Build and maintain the client base