It Support Technician, Financial Planning Assistant
Current• Provide networking and desktop support for all advisors and staff in the office. Troubleshoot and resolve complex technology problems as the “go-to” person for IT issues.• Supervise replacement and installation of computer systems including research and purchase of hardware and construction and installation of computers.• Create financial planning solution for individual and business clients. Advise on retirement, wealth accumulation and portfolio management, and risk management. Track and maintain existing and future financial planning arrangements for efficient and on-time delivery.