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.