Financial Advising Intern
Mifflinburg, Pennsylvania, United States, Williamsport Pennsylvaina, United States
-Shadow client meetings, adding insight when appropriate to aid client comprehension- Draft proposed trades for client portfolios, considering asset allocation, client goals and interests,and current market conditions- Conduct Trades after drafting proposed trades- Use new and existing client information to update Ameriprise Moneyguide financial planningsoftware to provide clients with post-retirement outcomes- Perform in-depth market research on bond and equity mutual funds and individual equities usingMorningstar Advisor Workstation to create suitable improvements to client portfolios- Build trustful client relationships using strong customer service and interpersonal skills