Financial Planning Representative
Akron, Ohio, United States
- Schedule client meetings and manage my own ideal calendar
- Work with a team of advisors, insurance specialists, and CFPs
- Get to know clients on a personal, professional, and financial basis
- Complete a customized goal oriented financial plan for the client, which includes:o Discovering short-term, mid-term, long-term, and retirement goalso Creating and analyzing a set monthly budgeto Providing a calculated.
- Present this plan with accuracy and my own recommendations to the client