Advisory services for a leading financial institution catering to business owners, professionals and HNW individuals on any matter related to financial planning, estate and corporate tax planning, risk and wealth management.- Responsible for business development strategies to attract and gain new business- Responsible for managing all client and business relationships - Creating viable financial plans for clients based on their unique and individual life situations- Conducting in-depth reviews of clients' portfolios and financial goals- Implementation & monitoring of custom-tailored plans in order to ensure achievement of long term client goals-In-depth understanding of the stock, bond and option market-Extensive product knowledge in regards to Mutual Funds and Structured Products-Built custom financial structured product solutions for sizeable clients ($1,000,000 +)-Provided business owners' with niche strategies to reduce taxes, save money and increase the size of their estates/legacy-Helped clients fulfill their philanthropic needs by establishing long-term and tax efficient charitable giving solutions