Pros: professional development through ongoing training
Cons: limited upward mobility
•Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan
•Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives
•Prepare or interpret for clients’ information – more... such as investment performance reports, financial document summaries, or income projections.
•Manage client portfolios, keeping client plans up-to-date. – less