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Financial Advisor Service Assistant
Experience
5 yrs required
Location
Worcester, MA, United States
Posted on
Nov 23, 2022
Profile
Financial Advisor, Service Assistant
The candidate will explain the role and responsibilities of a personal financial advisor and the services provided to clients. Gather financial information from clients if not already provided. Analyze clients’ financial information to determine strategies for meeting clients’ financial objectives. Research available investment opportunities to determine compatibility with clients’ financial plans. Works with senior advisors to identify appropriate products for clients. Implement agreed-upon financial planning recommendations. Review clients’ portfolios regularly to determine whether life, economic, environmental changes or financial performance signify a need for plan adjustments. Prepare and interpret the client's such things as investment performance reports, financial document summaries and income projections. Monitor the financial market trends. Contact clients inviting them to meet with senior advisors to determine if there are any changes in their financial status and review the performance of their investments. Respond to clients’ questions regarding their financial investments. Attend meetings with clients, advisors, and money managers. Disburse funds from clients’ accounts to the client. Perform other related duties as assigned.
Company info
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