Providing businesses and individuals with sound advice regarding their financial planning and investments. Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients.
Educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals
• Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets • Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools • Securing stocks and bonds and establishing progressive savings accounts • Moving money from accounts per industry and federal regulations • Performing market research to stay current with financial trends • Preparing financial documents, such as income projections and investment reports • Maintaining compliance with all rules and regulations in the financial industry • Identifying and pursuing potential clients to maintain a strong client base
Increases management's effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing incentives; developing a climate for offering information and opinions; providing educational opportunities.
Develops strategic plan by studying technological and financial opportunities; presenting assumptions; recommending objectives.
Accomplishes subsidiary objectives by establishing plans, budgets, and results measurements; allocating resources; reviewing progress; making mid-course corrections.
Coordinates efforts by establishing procurement, production, marketing, field, and technical services policies and practices; coordinating actions with corporate staff.
Builds company image by collaborating with customers, government, community organizations, and employees; enforcing ethical business practices.
Maintains quality service by establishing and enforcing organization standards.
Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies.
Contributes to team effort by accomplishing related results as needed.
