Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.
Provide information/education to clients about the purpose and details of financial products, services and strategies.
Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.
Contact clients periodically to determine if there have been changes in their financial status.
Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service.