- Supporting the principal advisor with preparing for client meetings.- Interacting with and supporting current clients, while being the lead contact for onboarding prospects.- Developing comprehensive financial plans with cash flow analysis, risk tolerance and asset allocation, retirement planning, tax planning, risk management, and finding the probability of success for each of the client's goals.- Utilizing different Socially Responsible Investments screening… Show more - Supporting the principal advisor with preparing for client meetings.- Interacting with and supporting current clients, while being the lead contact for onboarding prospects.- Developing comprehensive financial plans with cash flow analysis, risk tolerance and asset allocation, retirement planning, tax planning, risk management, and finding the probability of success for each of the client's goals.- Utilizing different Socially Responsible Investments screening techniques such as best in class, exclusionary and ESG incorporation.- Operating financial software such as Money Guide Pro, Orion, Emoney, PreciseFP, Wealthbox. Show less

- Supported the principal advisor with preparing performance reports and financial statements for client meetings.- Reviewed client's asset allocation, performed account rebalancing and researched potential securities.- Conducted fundamental and technical analyses on potential equity and fixed income securities.- Utilized financial software such as Money Guide Pro, Money Tree, and Morningstar.