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
