* Identifying and pursuing potential clients to maintain a strong client base

* Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets

* Offering strategic advice on products and services, such as investments, insurance coverage, and debt management tools

* Identify struggles or questions the client may have, explain financial planning concepts, create clarity around client goals, and prepare financial plans

* Performing market research to stay current with financial trends

* Preparing financial documents, such as income projections and investment reports

* Work with third-party experts such as tax or estate planners to ensure the client has a cohesive advisory team

* Maintaining compliance with all rules and regulations in the financial industry





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