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Gather, organize, and maintain client financial information, including income, expenses, assets, liabilities, and investment holdings.
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Perform detailed financial analyses to evaluate client situations, identify gaps, and propose areas of improvement.
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Research investment products, insurance solutions, tax considerations, and market trends to support financial plan development.
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Assist financial advisors in creating customized financial plans aligned with clients’ short-term and long-term objectives.
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Model various financial planning scenarios and illustrate potential outcomes for clients.
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Prepare clear, comprehensive financial planning reports that include recommendations, risk assessments, and projections.
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Collaborate closely with advisors to ensure recommendations are practical, accurate, and client-focused.
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Attend client meetings with advisors to provide technical support, clarify plan details, and answer questions.
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Address client concerns regarding financial strategies and plan recommendations with professionalism and accuracy.
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Maintain up-to-date knowledge of industry regulations, compliance requirements, and best practices.
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Assist in preparing and reviewing disclosures, forms, and other compliance-related documentation.
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Leverage financial planning software and tools to input data, run analyses, and generate reporting deliverables.