Client Relationship Management: Establish and maintain strong, long-term relationships with clients. Understand their financial goals, risk tolerance, and current financial situation.
Financial Planning & Advice: Develop personalized financial plans and investment strategies that align with client objectives. Advise clients on a range of financial matters, including retirement, estate planning, tax strategies, and insurance.
Investment Strategies: Guide clients in selecting appropriate investment options, including stocks, bonds, mutual funds, and other securities. Monitor and adjust portfolios...