Develop and maintain strong relationships with clients, ensuring a high level of trust and satisfaction. […]
Assess clients' financial status, including income, assets, liabilities, and expenses.
Provide advice on a wide range of financial matters, including budgeting, retirement planning, investment strategies, tax planning, and estate planning. […]
Monitor and review client portfolios, suggesting adjustments as needed to align with financial goals. […]
Advise clients on appropriate investment options based on their risk tolerance, time horizon, and goals. […]
Stay up to date with market trends...