Estate planning counselor vs finance advisor

Differences between estate planning counselor and finance advisor duties and responsibilities

Estate planning counselor example responsibilities.

• Manage various types of litigation matters and supervise outside counsel on all aspects of litigation.
• Prepare monthly reports for FHA and VA, dealing with loans and delinquent accounts
• Deliver financial expertise to accredit international clients on financial plans, which include taxes, investment strategies, and securities.
• Utilize solid judgment, product knowledge, problem solving, offering detail insight and alternatives to assist owners in booking vacations.
• Assist with checking availability and booking reservations for owners and also giving information on any current promotions.
• Identify owner reservation needs, check availability of owner occupy reservations, and find alternative dates or accommodations if need.
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Finance advisor example responsibilities.

• Manage all budget and forecast submissions into Hyperion.
• Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
• Structure and manage investment portfolios using a range of financial instruments, including equity securities and fix income instruments.
• Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
• Research eligibility and status of all Medicare and Medicaid patients.
• Perform portfolio analysis using MorningStar workstation and complete cost basis research project.
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