Details for FinancialAdvisor- Advise clients on financial plans utilizing knowledge oftax and

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FinancialAdvisor- Advise clients on financial plans utilizing knowledge oftax and investment strategies: securities insurance, pension plansand real estate. Assessing client's assets, liabilities, cash flow,insurance coverage, tax status and financial objectives to establishinvestment strategies. Contact clients periodically to determine ifthere have been any changes in their financial status. Explain anddocument for clients the type of services that are to be provided aswell as the responsibilities to be taken by the personal financialadvisor. Guide clients in the gathering of information such as bankaccount records, income tax return, life and disability records,pension plan information and wills. Interview clients to determinetheir current income, expenses, tax status and financial objectivesneeded to develop a financial plan. Prepare and interpret forclient's information such as financial documents and summaries andincome projection. Contact clients' creditors to arrange forpayment adjustments so that payment are feasible for clients andagreeable to creditors. Meet with clients other advisors includingattorneys, accountants, trust officers and investment bankers tofully understand clients' financial goals. Open accounts forclients and disburse funds from account to creditors as agents forthe clients. Robert Rao Law Firm, 2 yrs work exp. BS in BusinessADM. REQS: Microsoft Word, Excel and QuickBooks. Kissimmee, FL. 34741raomanager@outlook.com

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