-Meet personally or virtually with clients to assess their financial situation to present a financial plan that includes both short- and long-term financial goals.-Help clients with financial planning decisions for retirement, education, day-to-day expenses and investments. -Meet regularly with clients to assess how life changes such as marriage, job change or the birth of a child will affect the client's financial plan.-Reach out to prospective clients and build a strong customer base. -Often travel or work non-traditional hours to meet with clients in their homes or businesses.-Offers financial planning classes or seminars to reach out to potential clients