Responsibilities:
- Talking to clients to determine their expenses, income and financial objectives
- Answering client questions about financial plans and strategies and giving financial advice.
- Reviewing 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.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
- Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status.
Requirements:
- Bachelor's degree in business, finance, or related field.
- Experience providing quality financial advice.
- 1-2 years of providing financial advice experience.
- Knowledge of mutual funds, securities, and insurance industries.
- Proficient in MS Office applications.