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Work Core Competency.
Identify appropriate investment and financial planning objectives for each unique client relationship.
Construct financial planning models and proposed investment allocations.
Assist Wealth Advisors in analysis of estate plans, retirement plans, tax returns and insurance policies.
Participate in client meetings and support Wealth Advisors in capturing client strategies and goals.
Participate on firm’s investment committee and conduct routine investment analysis.
Monitor client portfolios and make recommendations consistent with changes in economic and financial market conditions, as well as the client’s goals and objectives.
Assist Wealth Advisors in meetings and discussions with prospective clients.
Be available to field ad hoc financial planning and portfolio allocation questions from clients.
Coordinate planning recommendation and implementation with outside professionals.