Develop and cultivate your own client base/Prospect and service clientsbusiness.• Analyze investment opportunities and client needs, and recommend appropriatestrategies.• Build client relationships based upon developing strategies to their financialgoals through the use of financial planning and wealth management.• Market and sell appropriate investment products, financial and wealthmanagement services/products to clients.• Prepare and deliver presentations/seminars to clients and prospects for businessdevelopment purposes.• Attend Financial Advisor meetings and continuing education sessions to staycurrent about products, services and policies.• Comply with all industry rules and regulations.• Ability to create a sales and marketing strategy for new client relationships.

Develop and cultivate your own client base/Prospect and service clientsbusiness.• Analyze investment opportunities and client needs, and recommend appropriatestrategies.• Build client relationships based upon developing strategies to their financialgoals through the use of financial planning and wealth management.• Market and sell appropriate investment products, financial and wealthmanagement services/products to clients.• Prepare and deliver presentations/seminars to clients and prospects for businessdevelopment purposes.• Attend Financial Advisor meetings and continuing education sessions to staycurrent about products, services and policies.• Comply with all industry rules and regulations.• Ability to create a sales and marketing strategy for new client relationships.