As Financial Planning Associates, we assist and support a senior Financial Planner as they advise clients. We analyze financial options using clients' data to make projections that help the senior advisor or planner prepare for their clients' meetings. We are also responsible for managing the client's assets by coordinating financial planning and wealth management while keeping regular contact to update them on any change. We also assist the senior Financial Planner in managing the investment portfolio and retirement planning.
Core tasks:
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