Perform important projects resulting from new business development or client service activities.
Prepare detailed analysis of prospective and existing client portfolios.
Manage complex client requests.
Perform asset allocation and portfolio strategy reviews on client portfolios and communicate issues with SENIOR WEALTH ADVISOR.
Manage ongoing tax management strategies for clients.
Provide proactive tactical communication to clients.
Take an active role in developing strategies to provide a high quality experience, with the goal of assisting the Senior Wealth Advisor build his/her practice through referrals and additional funding from existing clients.
Utilize financial planning tools, including software such as emoney, to assist clients with their financial planning needs.