- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.- Answering client questions about financial plans and strategies and giving financial advice.- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.- Implementing financial plans or referring clients to professionals who can help them.- Contacting clients regularly to discover changes in their financial status.

- Meet with loan applicants to identify their needs and collect information for loan applications.- Complete loan contracts and teach clients on policies and regulations.- Reject loan applications and explain deficiencies to applicants.- Respond to applicants's questions and resolve any loan-related issues.