Developing financial plans to help clients achieve their long-term and short-term financial goals.
Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.
Assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly.
Traveling to clients’ homes and places of business to consult with them.
Monitoring financial markets and economic conditions.
Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.
Communicating with accountants, real estate agents, attorneys, and other professionals to verify the information.
Researching suitable investment opportunities for clients.
Bachelor's degree in finance, business management, economics, or related field.
Proficiency in all Microsoft Office applications.
The ability to analyze financial data.
Excellent problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Strong business acumen.