Senior Consultant
Current- Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an on-going basis;- Maintain in contact with clients periodically to determine if there have been changes in their financial status;- Advise and document for clients for the types of services provided, and the responsibilities to be taken by the personal financial advisor;- Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information and wills;- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
Apr 2012 - Present
