Review and respond to emails as necessary and be a positive team member across the practice.
September 05, 2021
Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings.
September 30, 2021
Assist with the development of financial plans and suggest alternative options and recommendations for review by supervisors and advisors.
October 01, 2021
Organize and standardize the financial planning workflow/process so that it can be scalable as the business changes.
October 28, 2021
Deliver high quality client service in a professional, caring, and compliant manner.
November 10, 2021
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 16, 2022
Seeks new opportunities to assist advisors in planning more effectively, maximizing data, defining best practices and identifying high-impact activities.
January 28, 2022