Key Responsibilities:

• Client Consultation & Needs Assessment:

  • Meet with clients to understand their financial goals, objectives, and current financial situation.
  • Assess financial documents, including income, expenses, debts, assets, and liabilities.
  • Discuss risk tolerance, investment preferences, and future goals (e.g., retirement, buying a home, education).

• Financial Planning & Strategy Development:

  • Develop customized financial plans that address clients' specific needs and objectives.
  • Provide advice on investments, insurance, retirement planning, estate planning, tax strategies, and debt management.
  • Recommend financial products and solutions such as mutual funds, insurance policies, retirement accounts, etc.

• Investment Advice:

  • Guide clients on portfolio diversification, asset allocation, and investment strategies.
  • Keep clients informed about investment performance and market conditions.

• Retirement & Estate Planning:

  • Create retirement savings plans and strategies for managing income post-retirement.
  • Develop estate plans that ensure wealth is distributed according to the client's wishes, minimizing estate taxes and other costs.

• Risk Management:

  • Advise on insurance needs, including life, health, disability, and long-term care insurance.
  • Help clients understand risk exposure and develop strategies to mitigate those risks.

• Ongoing Client Support & Monitoring:

  • Conduct regular meetings with clients to review their financial plans and adjust as necessary based on life changes (e.g., marriage, children, job changes).
  • Track clients' financial progress and provide updates or adjustments as needed.
  • Ensure clients are meeting their financial goals by tracking investment performance and adjusting asset allocation if needed.

• Education & Communication:

  • Educate clients about financial topics such as investing, retirement, tax savings, and financial planning tools.
  • Provide clear, concise, and understandable explanations of complex financial products or strategies.

• Skills:
  • Strong analytical skills with an ability to assess complex financial data.
  • Excellent communication and interpersonal skills for working with clients and explaining financial concepts.
  • Proficiency with financial planning software and tools (e.g., Excel, financial planning platforms).
  • Knowledge of tax laws, investment strategies, retirement plans, and estate planning.

Resumes without phone number or foreign phone numbers will not be considered.

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