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Financial advisors are professionals responsible for managing client finances in order to help achieve long term and short term financial goals. This role entails offering expert advice on personal budgeting, debt management, investment, insurance choices, and various other financial subjects.
Financial Planner Job Responsibilities:
- Provide financial planning and investment advisory services.
- Research and present investment strategies.
- Develop and execute retirement planning.
- Implement risk management and tax planning strategies.
- Coordinate estate planning.
- Manage client relationships.
- Identify and cultivate new clients.
- Develop and grow a book of business.
- Open, transfer, and manage client accounts.
- Prepare financial policy and procedure documentation.
- Identify financial process improvement.
- Management of Claim Process for Clients
- Business Process Improvement
- Debt Management Planning
- Estate Planning
- Financial Management
- Investment Strategy
EA License No.10C5468
EA Personal Registration No.R1107293
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