Posted: Monday, January 8, 2018 8:52 PM
Sit down with new and current clients when necessary to discuss or update their current income, insurance needs, tax bracket, financial risk management and financial goals to provide them with tailored financial advice.
Anticipate and answer client questions in terms that are easy to understand, providing the client with the proper resources for supplemental information.
Make recommendations as needed on investments, financial strategies, proper cash management and insurance policies.
Review client financial accounts and plans at least three times per year to ensure current client plans accurately reflect life changes, concerns, income adjustments and any other shifts or circumstances that might impact the client's financial plans, insurance needs or investments.
Undergo continuing training and education to remain up-to-date on the latest investment plans, financial practices, financial trends and state/local/federal regulations and laws.
Remain current on latest marketing trends and performance to make sure client plans are adequate and responsive, suggesting changes and actions as necessary.
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• Location: Los Angeles
• Post ID: 156255607 la