Responds to supervisor directions.
December 19, 2022
Gather, organize and synthesize client data and review client financial statements, tax returns, estate planning documents and all other information necessary to develop a financial plan or other various analyses.
January 27, 2023
Utilize various financial analysis programs to produce requested results sought by a planner and/or advisor.
January 28, 2023
Review and respond to emails as necessary and be a positive team member across the practice.
February 20, 2023
Organize and standardize the financial planning workflow/process so that it can be scalable as the business changes.
March 06, 2023
Assist with the development of financial plans and suggest alternative options and recommendations for review by supervisors and advisors.
March 08, 2023
Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings.
March 24, 2023
Seeks new opportunities to assist advisors in planning more effectively, maximizing data, defining best practices and identifying high-impact activities.
March 29, 2023
Deliver high quality client service in a professional, caring, and compliant manner.
April 24, 2023