Financial Planner

The Advisor's main duties are to assist the clients in managing thier portfolio, investment strategies, tax reduction strategies, business benefits structure and risk portfolio

Recommends investment solutions and advises the client regarding the advantages and disadvantages of different financial products such as mutual funds, annuities, insurance and investments that meet the clients needs.

Financial Advisor Trainees learn to assess client needs, meet with existing and prospective clients, review investment goals and prepare recommendations for products such as stocks, bonds, options, mutual funds and annuities

Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a suitable financial strategy.