Works closely with Wealth Advisors and their clients analyzing financial information, recommending financial plans and monitoring outcomes. Assists clients in understanding and meeting short and long-term financial goals.
· Execute the vision of the company by providing financial planning, insurance planning, estate planning, and investment services to clients.
· Assess client’s overall financial picture, and understand their needs to devise an appropriate financial plan and make recommendations to clients.
· Work with Wealth Advisors and their clients to prepare and amend financial plans with the purpose of helping clients achieve their goals.
· Understand complex legal and financial documents and keep up to date with financial laws and legal restrictions.
· Develop and maintain ongoing relationships with Wealth Advisors, keeping them and their clients updated on financial laws and rules and alternative planning strategies.
· Originate and underwrite complex financial and estate plans.