Provide advice on a variety of investment solutions such as short-term fixed income, mutual funds, and fee-based, strategic asset allocation offerings, including the advantages and disadvantages of various investment opportunities based on the client's individual needs.
In this role, you will be responsible for
developing, documenting and executing standard operating procedures for master data maintenance, account creation and maintenance, identity management, system availability monitoring, downtime notification, month/year end procedures and others as identified.
In this role, the selected candidate will provide investment, savings, and liability management solutions to help maintain and enhance financial strategies through the utilization of our wealth management tools.
In this role, you will collect client financial information, analyze and evaluate a client's financial situation, identify investment objectives, and make investment recommendations through a customized financial planning process.