Overview
Meeting clients and discussing their finances and financial goals
Researching financial products for clients and explaining their key features and benefits
Negotiating better financial deals with providers on a client’s behalf
Researching financial law changes and economic trends
Reporting their clients’ financial results and investment progress
Supporting investment professionals to cultivate client relationships
Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
Implementing financial plans or referring clients to professionals who can help them.
Managing and updating client portfolios.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.