Work directly with clients to develop personalized financial strategies (retirement, investments, insurance, estate planning), build a book of business through networking and referrals, collaborate with specialists and CPAs, provide financial education, and grow a client-focused practice supported by training and business-development resources.

Build and maintain client relationships; analyze financial goals and design personalized retirement, investment, insurance, and estate planning strategies; educate clients; collaborate with specialists and CPAs; grow a book of business through networking, referrals, and marketing; stay current on markets and planning tools.

Advise clients on retirement, investments, insurance, and estate planning; build and maintain long-term client relationships; provide education and collaborate with specialists; grow a book of business through networking, referrals, and marketing while staying current on markets and planning strategies.