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| *Ostroff, Fair and Company>>>Financial Services |
What does a financial consultant assitant really do? |
What does a financial consultant assitant really do? An assistant to a financial consultant can be a variety of things - processing forms (insurance, legal, brokerage), setting up and managing brokerage accounts; dealing with clients, accountants, insurance agents, institutional brokerage firms and attorneys; research, maintaining net worth statements, data management, money transfers, banking, stock options, retirement planning, world currencies, correspondence, getting quotes, making trades, handling stocks (certificates, transfer agents) ... It all depends on the consultant, their particular business and the type of client they deal with. Source(s): Ex-operations manager for financial planning firm The role of the Financial Consultant is to establish value-added relationships with customers, to understand their financial needs and to offer solutions for those needs. The needs that Financial Consultants should to be able to meet generally are growing and protecting assets and include the following: -Funding for a secure retirement -Funding for child's or grand child's educations -Growth above inflation and taxes -Protection of assets from unexpected / large scale healthcare expense -Protection of assets from estate taxes Ah, they just help you spend your money.Ya need help? |
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