Financial Advisor

a) Understand clients’ financial needs
b) Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
c) Answer clients’ questions and address concerns
d) Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals.
e) Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
f) Continuous communication with clients to stay up to date with their financial status.