Financial Wealth Advisor - Leading Financial Services Firms

Assess client's financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance etc.

Develop financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.

Build long-term relationship with clients.

Obtain client's commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.

Monitor client's financial situation by tracking changes in wealth and life circumstances; analysing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.

Provide financial management information by preparing financial status analyses and reports.

Update job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organisations.