Financial Advisor - Consulting Firm - CA

The role requires a close and strategic working relationship with other business leaders.

- Talking to Business Partner to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.

- Answering Business Partner questions about financial plans and strategies and giving financial advice.

- Advising strategies for Business Partner in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.

- Reviewing Business Partner accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

- Analyzing financial data received from Business Partner to develop strategies for meeting Business Partner' financial goals.

- Preparing or interpreting financial document summaries, investment performance reports, and income projections for Business partners.

- Implementing financial plans or referring clients to professionals who can help them.

- Managing and updating Business Partner portfolios.

- Contacting Business partners regularly to discover changes in their financial status.

- Building and maintaining your client base.