Job Responsibilities :
A typical day will include the following :
Meet clients personally to assess their financial situation in order to present a financial plan that includes both short-term and long-term financial goals.
Help clients with financial planning decisions for retirement, education, day-to-day expenses and investments.
Spend time reaching out to prospective clients and building a strong customer base.
Travel or work non-traditional hours to meet with clients.
Achieve and exceed revenue targets.
On the Job Training and Continuous Professional Development.
Personal Mentoring and Coaching for career advancement.