Estate planning counselor vs finance consultant

Differences between estate planning counselor and finance consultant 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 consultant example responsibilities.

• Lead new hire training for FINRA test preparation and consultative sales model.
• Manage client's portfolio to ensure proper taxation of gains/losses on exercise stock options.
• Provide expert advice to clients to achieve their financial planning goals in conjunction with an independent RIA.
• Lead and organize a weekly macro meeting with multi-asset strategists to discuss and challenge the team's positioning.
• Focuse on separately manage accounts, mutual fund and ETF wrap programs, variable annuities, and alternative strategies.
• Manage all employee relate matters, including stock options, benefits , 401K, payroll administration and human resources.
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