My role as a Financial Advisor (Fiduciary standard - Series 65) responsible for maintaining ongoing relationships and aiding in developing new client relationships. Strong performer includes managing relationships and new business with Financial planning, Wealth management, Tax planning, Healthcare and Estate planning services to high net worth clients. This includes interacting with clients daily and maintaining regular communication to build Trust & Wealth. Responsibilities also include regular consultation with the client’s other advisors and the Jones Advisory Group team to analyze information, develop recommendations, implement recommendations, and monitor the financial plans of our clients. As a senior Financial Advisor, I provide customized financial advice to our affluent clients and work with multiple players within the firm to deliver expert, comprehensive advice to our families we serve.Roles:Participate in and conduct Alpha client meetings: Discovery, Proposals, Plan Design, Retirement planning, Medicare reviews and Annual Strategy Sessions (Annual reviews).Prepare and implement financial planning recommendations.Collaborate with other members of the team to best serve the client.Maintain a relationship with the client base, focusing on service and operations.Manage client relationships with accuracy using internal client relationship management software. (Redtail)Monitor financial plans and communicate effectively with clients.Review and update financial planning recommendations regularly.Communicate with the client base through calls, emails, and meetings.Attend client meetings and responsible for follow-up activities.Assist in developing annual client review materials.Attend training and meetings scheduled for the planning teams.Establish and track client investment objectives, including risk tolerance, asset allocation, and cash requirements.Perform overlapping tasks between department areas: special projects to build value, trust equity and increase ROI.Closing Ratio range: 77% to 92%